Macro Markets Podcast Episode 20: For the Fed, the Devil Is in the Data; Agency MBS Update

U.S. Economist Matt Bush discusses the fast-moving economic data, and Managing Director Aditya Agrawal reports on developments in the Agency MBS sector.

August 18, 2022

 

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FEATURED PERSPECTIVES

10 Macroeconomic Themes for 2023 - Featured Perspectives
January 27, 2023

10 Macroeconomic Themes for 2023

10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.

2023 Credit Outlook and Lessons Learned from a Tough Year - Featured Perspectives
January 20, 2023

2023 Credit Outlook and Lessons Learned from a Tough Year

Move up in quality ahead of any recession-driven market volatility.

Inflation Release Adds to Good News for the Fed…and Bonds - Featured Perspectives
January 12, 2023

Inflation Release Adds to Good News for the Fed…and Bonds

Recent data is moving in the Fed’s desired direction.


VIDEOS & PODCASTS

2022’s Upside: The Fed Has Put the Income Back in Fixed Income 

2022’s Upside: The Fed Has Put the Income Back in Fixed Income

Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joined Asset TV to discuss macroeconomic conditions, risk, and relative value in the bond market.

Macro Markets Podcast 

Macro Markets Podcast Episode 26: Mortgage-Backed Securities, Structured Credit, Market Liquidity

Karthik Narayanan, Head of Securitized for Guggenheim Investments, discusses value in the residential mortgage-backed securities market and other ABS sectors. Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, answers a listener question on liquidity. Jerry Cai, an economist in our Macroeconomic and Investment Research Group, brings the latest on the labor picture and an update on China.