“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

 

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.

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

 

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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Macro Markets Podcast Episode 40