Positioning for an Inflationary Boom

Scott Minerd, Chairman of Investments and Global CIO, joins Fox Business to discuss inflation, markets, and the macroeconomic outlook.

December 08, 2021

 

 

Video Highlights:


Read High-Yield and Bank Loan Outlook: Are High-Yield Markets Misjudging Evergrande Risk?

 


FEATURED PERSPECTIVES

Recession Signals Flashing Red - Featured Perspectives
June 30, 2022

Recession Signals Flashing Red

The latest data suggest that we may already be in a recession.

Despite the Gray Mood, Skies Are Only Partly Cloudy - Featured Perspectives
May 24, 2022

Despite the Gray Mood, Skies Are Only Partly Cloudy

The outlook for credit amid rising inflation, monetary tightening, and war in Europe.

For Lessons on Fighting Inflation, Skip Over Volcker to 1946 - Featured Perspectives
March 22, 2022

For Lessons on Fighting Inflation, Skip Over Volcker to 1946

Clues from history on how to successfully end the current surge in prices.


VIDEOS & PODCASTS

Market Outlook 

Recession ‘Inevitable’ as the Fed Fights Inflation

Scott Minerd, Chairman of Investments and Guggenheim Partners Global CIO, joins Bloomberg TV on Fed Day to discuss the Federal Reserve’s largest rate hike since 1994.

Macro Markets Podcast 

Macro Markets Podcast Episode 16: Fed Watch: A Deep Dive into 75

Brian Smedley, Guggenheim’s Chief Economist and Head of Macroeconomic and Investment Research, discusses the impact of the Fed’s 0.75% rate hike on markets and the economy.