Markets feel stable on the surface, but conflicting forces are building around Fed uncertainty, AI-driven growth, and structural imbalances that may not coexist for long.

This week, we break down break down the Warsh hearing and concerns over Fed credibility to a potential re-industrialization and what’s actually driving resilience in the economy.

We also explore AI-driven capex as the true growth engine, labor and credit dynamics, geopolitical pressures, dollar dominance, and the growing tension between asset inflation and societal change. Enjoy!

TIMESTAMPS:

00:00 Intro

04:49 Kevin Warsh Hearing

13:11 Oil Shock Meets Strong Data

16:51 Ads (Fidelity Crypto)

17:15 AI Capex Boom

24:02 Data Centers Remake Economy

33:25 Ads (Fidelity Crypto)

34:12 Church Beats OnlyFans

47:04 Dollar Dominance Surges

51:47 Dollar Wrecking Ball

57:58 ESG Trade Dies

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› Forward Guidance – https://x.com/ForwardGuidance

› Felix – https://x.com/fejau_inc

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› Tyler – https://x.com/Tyler_Neville

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RESOURCES

› Weekly Roundup Charts – https://drive.google.com/file/d/1vCQT4biQJI-d10B0-OuD7MxJlq-kW9tl/view?usp=sharing