Скачать или смотреть Forward Guidance: Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig

In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and a weakening U.S. dollar. He explains how tariff shocks, long-end bond dynamics, and geopolitical tensions are reshaping global investment behavior and challenging the traditional safe-haven role of U.S. assets. Jens also outlines the structural phases of de-dollarization, central bank reserve diversification, and how these factors may signal a long-term dollar downtrend. Enjoy!
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Timestamps:
0:00 Introduction
3:21 Unpacking the Current Regime
7:43 US Macro Overview
8:18 Ads (Katana & Eigen)
9:15 US Macro Overview
13:44 FX & Dollar Hedging
18:55 Tariff Impact on Capital Flows
24:55 Diversifying Central Bank Reserves
28:56 What’s Holding Up the Dollar?
29:38 Ads (Katana & Eigen)
31:12 What’s Holding Up the Dollar?
36:02 Un-anchoring Inflation Expectations
41:04 Bond Yields, Fiscal & the Fed
48:10 US Growth & Investment
50:03 Fed Cut Expectations
51:58 Tariff Threat Overstated?
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.