Guggenheim Macro Markets Episode 22: Investors’ Guide to the Fed’s Hard Landing
In the newest episode of our award-winning podcast, Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, covers a lot of ground in his analysis of the Federal Reserve’s third straight 75 basis point rate hike. He discusses how monetary policy is intended to tame inflation, the Fed’s reaction function going forward, and possible recession timing, as well as the U.S. dollar’s relative strength and foreign central bank responses. With the Fed now embracing a “hard landing,” what should investors be thinking about?
Fed Day: The Argument for 100 Basis Points
Scott Minerd, Guggenheim Partners Global CIO and Chairman of Guggenheim Investments, joins Bloomberg TV on Fed Day (September 2022)
3Q22 Fixed-Income Sector Views
Relative Value and performance drivers across fixed-income sectors.
3Q22 High-Yield and Bank Loan Outlook
Signposts for credit investors as next recession approaches
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