CNBC: Only Policy That Matters Is Monetary Policy

Scott Minerd, Guggenheim Partners CIO, explains why the problem with the economy is spending, not taxes.

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December 14, 2012

FEATURED PERSPECTIVES

Despite the Gray Mood, Skies Are Only Partly Cloudy - Featured Perspectives
May 24, 2022

Despite the Gray Mood, Skies Are Only Partly Cloudy

The outlook for credit amid rising inflation, monetary tightening, and war in Europe.

Fed Aggressiveness Following Delayed Liftoff Sets Up 2023 Collision - Featured Perspectives
May 18, 2022

Fed Aggressiveness Following Delayed Liftoff Sets Up 2023 Collision

The risks of tightening into a downturn.

For Lessons on Fighting Inflation, Skip Over Volcker to 1946 - Featured Perspectives
March 22, 2022

For Lessons on Fighting Inflation, Skip Over Volcker to 1946

Clues from history on how to successfully end the current surge in prices.

VIDEOS & PODCASTS

Market Outlook 

First Quarter 2022 Market Outlook

Maria Giraldo, CFA, Managing Director, Investment Research, and Evan Serdensky, Director, Portfolio Management, provide our macro and markets outlook.

Macro Markets Podcast 

Macro Markets Podcast Episode 13: The Fed, Credit Quality, and Bank Loans

U.S. Economist Matt Bush analyzes the latest Fed announcement and labor and inflation data, Investment Strategist Maria Giraldo discusses credit risk while the Fed tightens, and Managing Director Chris Keywork updates on the bank loan market.

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