Why The Macro Is Still Bullish Liquidity | Weekly Roundup

Forward Guidance

This week we discuss the latest NFP report, the Treasury's Quarterly Refunding Announcement, and whether the Trump trade is unwinding. We also delve into the moves in yields, MicroStrategy, and much more. Enjoy!

—

Follow Quinn: https://x.com/qthomp

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

--

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp

Follow Blockworks: https://twitter.com/Blockworks_

—

Weekly Roundup Charts: https://drive.google.com/file/d/1Z6tgjtMhnVnGc9PLqwxAMd3TB2Gmx0Qu/view?usp=sharing

—

Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology.

Buy now on Ledger.com.

—

Timestamps:

(00:00) Introduction

(01:47) NFP Report Takeaways

(14:50) Quant Corner

(24:31) Ledger Ad

(25:16) Is The Trump Trade Unwinding?

(37:31) QRA

(48:16) Microstrategy: The Big Long

—

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.