The Fed Is Trapped As Oil Drives Inflation Higher | Weekly Roundup
About this episode
The episode discusses the intersection of oil markets and central bank policies amidst rising inflation and geopolitical tensions.
Global markets face a fragile moment where a geopolitical shock could collide with already restrictive monetary policy, creating a setup few investors are prepared for. Felix and Quinn sit down with Joseph Wang live at DAS New York to unpack today's chaotic macro landscape, focusing on how energy markets and central bank constraints are increasingly intertwined. We explore oil supply risks, the Fed’s policy trap, liquidity constraints, the ongoing banking regime shift, and how these forces could reshape risk assets and global growth. Enjoy! TIMESTAMPS: 00:00 Intro 03:28 Middle East Drives Macro 06:21 Risk Assets Face A Lid 09:15 Will The Fed Look Through? 12:02 Why Liquidity Stays Tight 15:14 Dollar Up Gold Down 19:16 The Great Rebalancing 22:28 Ads (Blockworks IR, Arkham) 27:18 Where Liquidity Could Come From 31:04 Can They Steer It Back? 35:20 What Signals Actually Matter FOLLOW THE SHOW › Joseph - https://x.com/josephwang › Quinn – https://x.com/qthomp › Felix – https://x.com/fejau_inc › Forward Guidance – https://x.com/ForwardGuidance › Blockworks – https://x.com/Blockworks › Telegram – https://t.me/+CAoZQpC-i6BjYTEx SPONSORS › ARKHAM Arkham is a crypto exchange and…
Sponsors
Arkham
More episodes of Forward Guidance
- The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup
- Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell
- Market Structure is Fueling an Inflation Trap | Weekly Roundup
- How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi
- Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly Roundup
- The Iran War is Accelerating the End of Globalism | Jacob Shapiro
Explore listener stats, chart rankings, contacts and more on the Forward Guidance podcast page.