Hazards of the Next Two Years Part 4: The Pig in the Python

Lower term premiums and a flat yield curve are transitory effects of fiscal stimulus.

August 15, 2018   |    By Brian Smedley, Head of Macroeconomic and Investment Research


FEATURED PERSPECTIVES

The Impact of the Fed’s Corporate Credit Facilities - Featured Perspectives
August 19, 2020

The Impact of the Fed’s Corporate Credit Facilities

As a result of the Federal Reserve’s efforts to shore up credit markets, the leveraged credit sector has delivered stellar performance since the lows in March.

Give Trump His Payroll Tax Cut. It’s Good for America - Featured Perspectives
August 06, 2020

Give Trump His Payroll Tax Cut. It’s Good for America

The right payroll tax holiday would free up funds for Congress to increase stimulus.

China Matters More Than Ever - Featured Perspectives
July 29, 2020

China Matters More Than Ever

Cooperation and understanding between China and United States is vital as global economic and environmental challenges mount.


VIDEO

Fixed-Income Outlook 

Fourth Quarter 2019 Fixed-Income Outlook

Brian Smedley, Head of the Macroeconomic and Investment Research Group, and Portfolio Manager Adam Bloch share insights from the fourth quarter 2019 Fixed-Income Outlook.

Solving the Core Fixed-Income Conundrum 

Solving the Core Fixed-Income Conundrum

Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.




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