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

Key Takeaways:

• The Federal Reserve won’t change course until inflation is under control.
• There is no “Fed put” as long as market sell-off is orderly.
• Cryptocurrencies are still at a nascent stage, similar to the internet in the 1990s.
• We have been extending duration and adding to credit risk.
• Geopolitics are playing a larger role than usual in influencing the markets.

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