Maria Giraldo, CFA, Managing Director, Investment Research, and Evan Serdensky, Director, Portfolio Management, provide our macro and markets outlook.
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.
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.
At a glance, selected charts from our Q2 2016 Fixed-Income Outlook summarize our current economic outlook and views on relative value.
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.
Our first-quarter Macroeconomic Outlook suggests recession fears are overblown, and that the oil market should rebalance in the second half.
Scott Minerd, Chairman of Investments and Global CIO, analyzes in 10 charts global macroeconomic trends most likely to shape the investment environment.
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.
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