“We Are Seeing Cracks All Over the Place.”

Video Highlights:

• The Fed is closer to the end of their tightening cycle, but it is clearly not done.
• The end of rate hikes won’t be because of macroeconomic factors. The end of Fed tightening will come when something breaks.
• The further we get into restrictive territory, the more likely it becomes that we see black swans like the U.K. gilt market.
• The rapidly appreciating U.S. dollar is a wrecking ball on global economies.
• As challenging as 2022 has been, bonds are being offered at yields we haven’t seen in decades.

Read Global CIO Commentary: That Sound You Hear Is the Fed Breaking Something

VIDEOS & PODCASTS

 

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.

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

 

Macro Markets Podcast Episode 30: The Structured Credit Value Proposition Right Now

Karthik Narayanan, Head of Securitized for Guggenheim Investments, gives a master class in structured credit, including where he is finding attractive absolute and relative value in mortgage-backed securities, asset-backed securities, and collateralized loan obligations. U.S. Economist Matt Bush discusses recent economic data and the Federal Reserve’s inflation fighting strategy. (Structured credit is complex and may not be suitable for all investors.)

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Macro Markets Podcast Episode 30