Anne Walsh, Chief Investment Officer for Fixed Income, on the economic and credit cycle, and on risk and opportunity across the fixed-income landscape.
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.
The spike in core CPI is a one-time adjustment as the economy reopens.
Supply chain disruptions may be a near-term challenge, but base effects will slow inflation next year.
Despite a strong March 2021 jobs report, full employment remains far away.
The summer months tend to deliver stronger-than-average returns for bonds.
Fed Chair Jay Powell is giving conflicting guidance to bond investors.
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