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Episode 62: 10 Macro Themes for 2025 (and a Quick Fed Update)

Guggenheim Macro Markets

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Shifting Winds: The Appeal of Fixed Income Investments

This chapter explores the current attractiveness of fixed income investments amid equity market vulnerabilities, emphasizing the benefits of higher yields and strong U.S. economic fundamentals. It also highlights the opportunities within credit spreads and specific sectors like agency MBS and structured credit.

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