Episode Details
| Title | Forward Guidance: Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig |
|---|---|
| Date | 7/29/2025 |
| Podcast | Bell Curve ↗ |
Key Insights
Bullish:
- 🟢 $GOLD - Central banks are increasing their gold holdings as a hedge against traditional reserve currencies, suggesting potential upside for gold prices.
- “A lot of central banks have been trying to increase their gold share, both from from, like, letting the valuation effect play out, not selling on the way up, but also adding to flow.” - Jens (25:38)
- 🟢 $EUR - 🔒
- 🟢 $AITECH - 🔒
- 🟢 $BREAKEVENS - 🔒
Bearish:
- 🔻 $USD - 🔒
- 🔻 $USTREASURY - 🔒