“The Fed Will Press On This Until They Break Something”

Scott Minerd, Chairman of Investments and Guggenheim Partners Global CIO, joins CNBC to discuss Fed tightening and investing in an uncertain market environment.

June 28, 2022

 

Key Takeaways:


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

 


FEATURED PERSPECTIVES

Third Quarter 2022 Fixed-Income Sector Views - Featured Perspectives
August 02, 2022

Third Quarter 2022 Fixed-Income Sector Views

Relative value and performance drivers across fixed-income sectors.

Recession Signals Flashing Red - Featured Perspectives
June 30, 2022

Recession Signals Flashing Red

The latest data suggest that we may already be in a recession.

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.


VIDEOS & PODCASTS

Market Outlook 

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.

Macro Markets Podcast 

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.