Maria Giraldo, CFA, Managing Director, Investment Research, and Evan Serdensky, Director, Portfolio Management, provide our macro and markets outlook.
The risks of tightening into a downturn.
Comparing pre-recession performance of multiple asset classes.
Employment and inflation data raise the likelihood of Fed activity.
The long end of the yield curve has inverted for the first time since 2009.
Bond yields could fall further as rising fiscal risks get priced in.
The resurgent virus should keep a lid on Treasury Yields.
Falling demand will help limit the extent of more price increases.
Taking a look at the upside surprise in June’s CPI.
Examining the Fed’s announcement to sell its SMCCF holdings.
A disappointing May jobs report strengthens our conviction that Fed policymakers will stay the course.
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