Central Bank Control Is Breaking | Weekly Roundup
From Forward Guidance by Blockworks
April 30, 2026 · 1h 3m
About this episode
The episode discusses the shifting power dynamics from central banks to fiscal and political forces in the context of rising inflation and market volatility.
Markets may be entering a volatile new regime where inflation, geopolitics, and policy fragmentation collide, challenging the stability investors have relied on for decades. This week, we break down the latest Fed meeting and what it signals about shifting power from central banks toward fiscal and political forces shaping markets. We also explore rising inflation pressures, fiscal dominance, oil shocks, Japan’s growing instability, and why traditional macro playbooks may no longer apply. Enjoy! TIMESTAMPS: 00:00 Intro 03:08 Fed Dissents And Warsh 08:45 No Cuts Without Crisis 11:04 End Of The Powell Era 14:03 Ads (Fidelity Crypto) 15:01 Global Yields Break Higher 17:23 Inflationary Growth Regime 20:11 Oil Shock Hits Markets 23:25 Export Ban Risk 28:26 Late Cycle Boom 36:34 Japan’s Breaking Point 48:24 Carry Trade Lose Lose 53:08 The Yield Smile 57:05 Inflation Wave Baked In 01:00:25 Hard Assets Win FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup…
People in this episode
Hosts: Felix, Quinn, Tyler
Topics covered
- central banks
- inflation
- geopolitics
- fiscal policy
- market volatility
- oil shocks
Keywords
- central banks
- inflation
- geopolitics
- market stability
- oil shocks
- Japan instability
- fiscal dominance
Sponsors
Fidelity Crypto
Mentioned in this episode
Organizations: Blockworks
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