March 27, 2023
Macro Markets Podcast Episode 31: Post-FOMC/SVB Analysis
Matt Bush, Guggenheim Investments U.S. Economist, and Evan Serdensky, a Portfolio Manager on our Total Return team, share their perspectives and outlook following two eventful weeks in markets and the economy. They discuss the future path of monetary policy, the effects of a possible credit crunch, and investment strategy and positioning.