Fixed-Income Outlook Chart Highlights: Q2 2017

Selected charts from our Second Quarter Fixed-Income Outlook suggest that now is a time for caution amid tight spreads and evolving monetary and fiscal policy.

May 24, 2017

Important Notices and Disclosures

This document is distributed for informational purposes only and should not be considered as investing advice or a recommendation of any particular security, strategy or investment product. This article contains opinions of the author but not necessarily those of Guggenheim Partners or its subsidiaries. The author's opinions are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission of Guggenheim Partners, LLC.


Fixed-Income Outlook: Walking the Risk Tightrope - Featured Perspectives
February 21, 2018

Fixed-Income Outlook: Walking the Risk Tightrope

Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.

The Market Is Finally Getting the Joke - Featured Perspectives
February 20, 2018

The Market Is Finally Getting the Joke

Investors are coming to terms with the idea that the Fed will keep raising rates because of inflation and economic pressures.

Davos as Contra-Indicator - Featured Perspectives
January 23, 2018

Davos as Contra-Indicator

Euphoria at Davos may be a sign that the market melt up may soon begin to cool.


Forecating the Next Recession 

Forecating 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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