/institutional/perspectives/macroeconomic-research

Macroeconomic Research

Our Macroeconomic Research and Market Strategy Team analyzes a wide range of economic data and market behavior to synthesize the implications for investors and the potential direction of policy and markets.


 

Macro Markets Podcast Episode 67: Outlook and Strategy After the Tariff Gray Swan

Steve Brown, CIO for Fixed Income, and Patricia Zobel, Head of Macroeconomic Research and Market Strategy, join Macro Markets to review the tariff-related paradigm shift in trade policy.


April 22, 2025

Macroeconomic Update: Macroeconomic Update Challenges for U.S. Growth in 2025

Economic slowdown in 2025 driven by policy uncertainty and inflation.


January 21, 2025

Macroeconomic Update: Fundamentals Are Solid, but Policy Uncertainty Is Elevated

We see moderate growth in the U.S. economy in 2025.


January 16, 2025

10 Macro Themes for 2025

10 trends that will shape credit markets in 2025.


November 19, 2024

Macroeconomic Update: Recent Data Reduces (But Does Not Remove) Downside Risks

Outlook for a soft landing improves.


September 26, 2024

Third Quarter 2024 Quarterly Macro Themes

Research spotlight on what’s next.


June 28, 2024

Second Quarter 2024 Quarterly Macro Themes

Research spotlight on what’s next.


May 29, 2024

Macroeconomic Update: Despite Q1 Setback, Lower Inflation and Fed Cuts Still Coming 

The Fed’s higher-for-longer approach should pay off, opening the door to cuts later this year.


March 27, 2024

First Quarter 2024 Quarterly Macro Themes

Research spotlight on what’s next.







© Guggenheim Investments. All rights reserved.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Wealth Solutions, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Private Investments, LLC.