February 01, 2018
Read the full "10 Macro Themes to Watch in 2018" report
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The Fed’s best opportunity to “normalize” policy.
Employment and inflation data raise the likelihood of Fed activity.
High-yield investors should be weighing the risks of contagion more carefully.
Brian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.
Scott Minerd, Chairman of Investments and Global CIO, discussed his outlook for markets and the economy with CNBC’s Brian Sullivan during the Milken Institute 2020 Global Conference.
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