Dispatch from Davos: What’s Next for Crypto and Fed Policy

Video Highlights:

• Crypto has so far failed to establish itself as a currency.
• Bitcoin will likely correct to $8,000 before the rout ends.
• Short of a market collapse, the Federal Reserve will likely stay the course.
• There is high probability of some form of financial panic in the second half of 2022.
• The lesson from 1946 is that Fed policy can contain inflation, but policy error remains a risk.

Read Macro Alert: Fed Aggressiveness Following Delayed Liftoff Sets Up 2023 Collision

VIDEOS & PODCASTS

 

Recession ‘Inevitable’ as the Fed Fights Inflation

Scott Minerd, Chairman of Investments and Guggenheim Partners Global CIO, joins Bloomberg TV on Fed Day to discuss the Federal Reserve’s largest rate hike since 1994.

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Recession ‘Inevitable’ as the Fed Fights Inflation

 

Macro Markets Podcast Episode 18: Investment-Grade Corporates and the Macro Backdrop

Managing Director Justin Takata discusses the technical and fundamental drivers of value in investment grade corporates, and U.S. Economist Matt Bush addresses recession timing and the possible progression of policy.

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Macro Markets Podcast Episode 18