China's Liquidity Impulse, A Turning Point For Markets | Weekly Roundup

Forward Guidance

This week we discuss China’s economic stimulus, the resilience of the labor market, and the GDP/GDI revisions. We also delve into global liquidity & equity multiples, things to actually worry about in the future, 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

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

—

Weekly Roundup Charts: https://drive.google.com/file/d/13soXH2F5Zv1f3SvJO6Oj5D7d1gtdBFEJ/view?usp=drive_link

—

Join us at Permissionless III Oct 9-11. Use code: FG10 for a 10% discount: https://blockworks.co/event/permissionless-iii

—

Timestamps:

(00:00) Introduction

(01:14) China & Economic Stimulus

(08:11) The World is Changing

(12:26) Oil Market

(15:45) Unpacking the Labor Market

(23:27) Permissionless Ad

(24:04) Interview Continues

(25:15) Central Bank Politics

(27:16) GDP & GDI

(32:26) Global Liquidity & Equity Multiples

(38:26) Things to be Worried About

(45:40) Main Takeaways

—

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.