10 Macro Themes to Watch in 2018 - Title Image

10 Macro Themes to Watch in 2018

Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2018 and beyond.

January 16, 2018


Highlights

Scott Minerd, Chairman of Investments and Global CIO, and Guggenheim’s Macroeconomic and Investment Research Group analyze in 10 annotated charts the global macroeconomic trends most likely to shape Federal Reserve (Fed) monetary policy and investment performance in 2018, and set the stage for recession in late 2019/2020.


Video

Global CIO Scott Minerd discusses the challenges of managing in a market melt up and highlights several charts from his recent piece, “10 Macro Themes to Watch in 2018.”


 
 
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VIDEO

Forecating the Next Recession 

Forecasting the Next Recession

Global CIO Scott Minerd and Head of Macroeconomic and Investment Research Brian Smedley provide context and commentary to complement our recent publication, “Forecasting the Next Recession.”

Macro Themes to Watch in 2018 

Macro Themes to Watch in 2018

In his market outlook, Global CIO Scott Minerd discusses the challenges of managing in a market melt up and highlights several charts from his recent piece, “10 Macro Themes to Watch in 2018.”







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