“Formula for Disaster”

Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV on Fed Day to discuss the FOMC decision.

January 26, 2022

 

Key Takeaways:


Read Global CIO Outlook: Forget Raising Rates, Shrink the Balance Sheet

 


FEATURED PERSPECTIVES

That Sound You Hear Is the Fed Breaking Something - Featured Perspectives
October 06, 2022

That Sound You Hear Is the Fed Breaking Something

October will test the Fed’s resolve.

Credit Yields Look Attractive Despite Rising Recession Risks - Featured Perspectives
August 24, 2022

Credit Yields Look Attractive Despite Rising Recession Risks

Signposts for credit investors as the next recession approaches.

Stocks Are in Trouble if S&P Fails to Break Above its 200-day Moving Average  - Featured Perspectives
August 19, 2022

Stocks Are in Trouble if S&P Fails to Break Above its 200-day Moving Average

Deeper losses for equities may lay ahead.


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.