In this episode, Vincent Deluard joins the show to discuss his on-the-money inflation calls and future outlook, the consequences of Trump’s tariff flip-flopping, and the buyers of US duration. We also delve into the impact of DOGE, the Trump Admin’s Treasury market goals, the surge in foreign yields, and more. Enjoy!__Follow Vincent Deluard: https://x.com/VincentDeluardFollow Felix: https://x.com/fejau_incFollow Forward Guidance: https://twitter.com/ForwardGuidanceFollow Blockworks: https://twitter.com/Blockworks_Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidanceForward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx—Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125—Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission!https://blockworks.co/event/digital-asset-summit-2025-new-york—Timestamps:(00:00) Introduction(00:40) Inflation Predictions and Seasonal Adjustments(05:50) Stagflation Concerns and Economic Slowdown(07:33) State-Level Spending and Fiscal Policy(17:42) Tariffs & the Art of the Deal(19:25) Economic Noise vs Signal(23:36) Federal Reserve and Monetary Policy(25:36) DAS Promo(26:13) Bond Market and Liquidity(33:23) Target Date Funds(36:17) Trump Administration Goals(51:06) Surge in Foreign Yields(59:22) Market Predictions(01:03:36) Learn More About Vincent

__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.