Anne Walsh, Chief Investment Officer for Fixed Income, on the economic and credit cycle, and on risk and opportunity across the fixed-income landscape.
October jobs data suggests a cooling labor market.
Weakening jobs picture will signal that Fed tightening is working as intended.
Deeper losses for equities may lay ahead.
Lower July CPI inflation is likely the beginning of a trend.
The latest data suggest that we may already be in a recession.
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.
Follow Scott Minerd
You are now leaving this website.Guggenheim assumes no responsibility of the content or its accuracy.
Your browser does not support iframes.
2022 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and
Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.
how your browser accepts cookies; please see your browser help documentation for more