August 15, 2018 | By Brian Smedley, Head of Macroeconomic and Investment Research
Part 1: Credit Cycle Downturn
Part 2: Crowding Out
Part 4: The Pig in the Python
Part 5: Navigating Your Portfolio
The latest data suggest that we may already be in a recession.
The outlook for credit amid rising inflation, monetary tightening, and war in Europe.
Clues from history on how to successfully end the current surge in prices.
VIDEOS & PODCASTS
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.
Brian Smedley, Guggenheim’s Chief Economist and Head of Macroeconomic and Investment Research, discusses the impact of the Fed’s 0.75% rate hike on markets and the economy.
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