Reading the Fed as Liftoff Begins

Key Takeaways:

• The Fed is in inflation panic and just reacting to data and the markets.
• The yield curve flattening shows the markets are discounting a recession.
• The Fed should focus on bringing down money supply growth, not raising rates.
• The updated dot plot doesn’t make sense.

VIDEOS & PODCASTS

 

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.

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Recession ‘Inevitable’ as the Fed Fights Inflation

 

Macro Markets Podcast Episode 18: Investment-Grade Corporates and the Macro Backdrop

Managing Director Justin Takata discusses the technical and fundamental drivers of value in investment grade corporates, and U.S. Economist Matt Bush addresses recession timing and the possible progression of policy.

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Macro Markets Podcast Episode 18