Macro Markets Podcast Episode 28: Fed Day, Jobs Day, and 10 Macro Themes

Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, discusses the Fed rate decision, recent inflation, labor, and GDP data, and possible next steps for monetary policy. He also provides key takeaways for investors from our 10 Macroeconomic Themes for 2023.

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February 07, 2023


Read 10 Macro Themes for 2023

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FEATURED PERSPECTIVES

Third Quarter 2023 Quarterly Macro Themes - Featured Perspectives
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Third Quarter 2023 Quarterly Macro Themes

Research spotlight on what’s next.

Use This 'Goldilocks Market' to Prepare for Its Eventual End - Featured Perspectives
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Use This 'Goldilocks Market' to Prepare for Its Eventual End

The Fed is not done.

Capital Rationing in Leveraged Credit - Featured Perspectives
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Capital Rationing in Leveraged Credit

Appealing yields and cautious markets.

VIDEOS & PODCASTS

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

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.

Macro Markets Podcast 

Macro Markets Podcast Episode 40: Real Estate and Its Possible Black Swan: The Office Sector

Jenny Marler, Head of Guggenheim Real Estate, provides insight into the $21 trillion commercial real estate market, especially the office sector, as well as where she is seeing value.

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