Untitled Document

Macroeconomic Research

Our Macroeconomic Research Team analyzes a wide range of economic data and market behavior to synthesize the implications for investors and the potential direction of policy and markets.


 


December 15, 2016

Expecting More 2017 Hikes than the Market

Markets will be grappling with a tightening labor market, rising inflation, and, not least, a new administration.


December 15, 2016

Fixed-Income Outlook Chart Highlights: Q4 2016

At a glance, selected charts from our Fourth Quarter 2016 Fixed-Income Outlook highlight views from our fixed-income investment team on relative value and macroeconomic conditions.


August 19, 2016

Fixed-Income Outlook Chart Highlights: Q3 2016

At a glance, selected charts from our Third Quarter 2016 Fixed-Income Outlook highlight views from our fixed-income investment team on relative value and macroeconomic conditions.


August 17, 2016

Steady as She Goes

Our third-quarter Macroeconomic Outlook indicates that a strong U.S. consumer combined with a wary Fed and global stimulus should support U.S. credit markets.


June 10, 2016

Fixed-Income Outlook Chart Highlights: Q2 2016

At a glance, selected charts from our Q2 2016 Fixed-Income Outlook summarize our current economic outlook and views on relative value.


May 24, 2016

Expansion Continues Despite Weak Q1

U.S. economic growth was below trend in the first quarter, but our second-quarter Macroeconomic Outlook calls for a rebound in the second half of 2016.


March 17, 2016

The U.S. Economy Is Fundamentally Sound

Our first-quarter Macroeconomic Outlook suggests recession fears are overblown, and that the oil market should rebalance in the second half.


January 28, 2016

Macro Forecasts for 2016

Scott Minerd, Chairman of Investments and Global CIO, analyzes in 10 charts global macroeconomic trends most likely to shape the investment environment.


January 27, 2016

El Niño Could Add $30 Billion to U.S. Economy

Guggenheim Investments’ Macroeconomic and Investment Research team believes that as the massive El Niño weather pattern gains strength, it should become a boon to the U.S. economy, potentially adding 1.5 percent to U.S. gross domestic product (GDP) in the first quarter.







© 2017 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.