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This week we discuss the latest bullish jobs report, the impact of globally-coordinated easing, and the Middle East's impact on markets. We also delve into the recent SOFR explosion, election pricing in markets, and much more. Enjoy!\n\u2014\nFollow Quinn: https://x.com/qthomp\nFollow Tyler: https://twitter.com/Tyler_Neville_\nFollow Felix: https://twitter.com/fejau_inc\nFollow Forward Guidance: https://twitter.com/ForwardGuidance\nForward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance\nFollow Blockworks: https://twitter.com/Blockworks_\n\u2014\nWeekly Roundup Charts: https://drive.google.com/file/d/1S24tXpteiZg1jilfU8aXk0L_NtXFLXVg/view?usp=drive_link\n\u2014\nJoin us at Permissionless III Oct 9-11. Use code: JAUVIN30 for a 30% discount: https://blockworks.co/event/permissionless-iii\n\u2014\n\nTimestamps:\n(00:00) Introduction \n(02:34) Non-Farm Payrolls \n(10:59) Fixed Income & High Yield \n(12:43) Global Coordinated Easing Cycle \n(16:20) US Dollar & US Exceptionalism \n(18:52) Global Easing Driving Growth & Liquidity \n(22:08) The Big Picture \n(26:32) Permissionless Ad \n(27:11) Oil, Gold, & the Middle East \n(31:37) Global Collateral Shift \n(33:19) Middle East Tail Risk \n(36:23) SOFR Explosion & QT \n(42:09) Simplifying Macro Trading \n(45:25) Economic Politics \n(48:28) Crypto Markets \n(50:31) Election Pricing in Markets\n(55:56) Permissionless Next Week\n\n\u2014\nDisclaimer: 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.