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The U.S. economy remains on solid footing, explain Portfolio Manager Adam Bloch and Brian Smedley, head of the Macroeconomic and Investment Research Group, but trade war risk, a flattening yield curve, and other factors signal challenges ahead that warrant portfolio changes.
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While the U.S. economy remains on solid footing, trade war risk, a flattening yield curve and other factors signal recession ahead and warrant portfolio changes.
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Ideas for portfolio positioning amid tight credit spreads and a flattening yield curve.
Lower term premiums and a flat yield curve are transitory effects of fiscal stimulus.
Geopolitical tensions could give rise to substantial supply disruptions.
Government borrowing and the Fed balance sheet runoff are flooding T-bill supply.
The markets will be tested by the reaction of passive investors when Fed tightening leads to a credit downturn.
Guggenheim Securities announced today that Whitney Ijem has joined the firm as a Director in a planned expansion of the Healthcare Research team. Ms. Ijem is focusing on the coverage of Biotech companies, working closely with the firm’s growing therapeutics team.
Scott Minerd, Chairman of Investments and Global CIO, explains on Bloomberg TV why trade wars will hurt U.S. consumers as much as the countries targeted by the Trump administration’s tariffs.
Guggenheim Partners Executive Chairman Alan Schwartz and incoming Co-Chairman of Guggenheim Securities Jim Millstein discuss, on CNBC’s Squawk Box, Guggenheim Securities’ announced acquisition of Millstein & Co.
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