Guggenheim Macro Markets Episode 46: A Deeper Dive into Our 11 Macro Themes for 2024
Matt Bush, Guggenheim Investments’ U.S. Economist, and Maria Giraldo, Investment Strategist, join the Macro Markets podcast to discuss our top 11 Macro Themes likely to shape monetary policy and investment performance this year.
Related Insights:
11 Macro Themes for 2024
11 trends that will shape credit markets in 2024.
Policy Conditions Are Tighter Than They Appear
Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins CNBC to discuss Federal Reserve policy and its effect on credit markets heading into 2024.
Positioning for the Fed Pivot
Steve Brown shares insights on Fed policy and our house view on the possible pace and size of rate cuts going forward.
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