Markets Rally After Weak CPI Data

Video Highlights:

• CPI came in weaker than expected.
• We are in a bear market relief rally.
• Stocks perform well in the six-month period after midterm elections.
• Barring unforeseen major events, the Fed is unlikely to change course on tightening.
• There is a forced liquidation in crypto.

Read Macro Alert: The Job's Data Trend is Duration's Friend

VIDEOS & PODCASTS

 

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking

Maria Giraldo, Investment Strategist for Guggenheim Investments, joins Asset TV’s Fixed Income Masterclass.

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Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?

 

Macro Markets Podcast Episode 41: Quarterly Macro Themes for Q3 2023

U.S. Economist Matt Bush, Investment Strategist Maria Giraldo, Investment Strategist Chris Squillante, and Economist Jerry Cai join Macro Markets to discuss the latest Quarterly Macro Themes, which takes a deep dive into issues helping shape our baseline economic views.

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Macro Markets Podcast Episode 41