Guggenheim Macro Markets Episode 28: Fed Day, Jobs Day, and 10 Macro Themes
Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, discusses the Fed rate decision, recent inflation, labor, and GDP data, and possible next steps for monetary policy. He also provides key takeaways for investors from our 10 Macroeconomic Themes for 2023.
Related Insights:
10 Macroeconomic Themes for 2023
10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.
1Q23 High-Yield and Bank Loan Outlook
Move up in quality ahead of any recession-driven market volatility.
Read High-Yield and Bank Loan Outlook
“Right Now, the Fixed-Income Story is a Good One”
Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joined CNBC in Davos to discuss her outlook for Federal Reserve (Fed) policy, the coming recession, and the positive backdrop for bonds.
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