Patricia Zobel
Head of Guggenheim Investments' Macroeconomic Research and Market Strategy Group, offering insights on macroeconomic trends and investment strategies.
Best podcasts with Patricia Zobel
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Jan 23, 2025 • 25min
Episode 62: 10 Macro Themes for 2025 (and a Quick Fed Update)
Patricia Zobel, the Head of Macroeconomic Research and Market Strategy at Guggenheim Investments, shares her expertise on the macroeconomic landscape. She highlights the top 10 themes shaping monetary policy for 2025, discussing job growth, inflation, and the Federal Reserve's cautious stance on rate cuts. Zobel emphasizes the allure of fixed income investments amidst market volatility and explores the impact of geopolitical dynamics and fiscal policies on investment opportunities. Her insights paint an optimistic picture of the U.S. economy despite global challenges.
Aug 6, 2024 • 23min
Episode 56: Bond Market Insights from a Fed Insider
In this engaging discussion, Patricia Zobel, Head of Macroeconomic Research and Market Strategy, shares her expertise on the bond market's reaction to recent Federal Reserve decisions. She highlights potential interest rate cuts amidst economic uncertainty and the crucial role of the Fed's balance sheet management. Patricia dives into quantitative easing's impact on bonds and offers insights on navigating investment risks while emphasizing active strategies in a volatile market. Her insider perspective brings clarity to complex economic dynamics.
