Forward Guidance Archives

Luigi Buttiglione: The US market’s technological edge drives unmatched returns, rising productivity will elevate neutral interest rates, and AI’s dual impact reshapes the economy

March 25, 2026 CryptoExpert

Key takeaways The US market excels in returns due to its technological advancements. Rising productivity growth is expected to push up the neutral interest rate. Positioning actual interest rates below neutral rates could be a […]

Eric Wallerstein: Geopolitical shifts prioritize natural resources, the US holds significant geoeconomic leverage, and tariffs require a broader context

March 25, 2026 CryptoExpert

Key takeaways Geopolitical shifts are increasingly prioritizing natural resources. The US holds significant geoeconomic leverage over countries like China and Iran. Personal goals and public perception are intertwining with macroeconomic fundamentals. The America First movement […]

Raoul Pal: Superintelligence will reshape society, rising oil prices threaten economic cycles, and China’s solar dominance is changing energy dynamics

March 25, 2026 CryptoExpert

Key takeaways Superintelligence is set to become the most transformative technology humanity will ever develop. The global race for superintelligence is expected to dominate international priorities and resources. Rising oil prices or increased interest rates […]