/institutional/perspectives/media/2022-outlook-after-a-shocking-start-for-markets

2022 Outlook After a Shocking Start for Markets

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC as we face war, inflation, and a new COVID outbreak in China.

March 14, 2022

 

 

Key Takeaways:

  • The message in the curve flattening.
  • GDPNow suggests growth is suffering.
  • We do not expect recession in the near term.
  • Stocks tend to rally in the year following Fed tightening.
  • The post-WWII inflationary episode vs. today’s inflation.

 

Listen Now: Macro Markets Podcast Episode #8

Anne Walsh, CIO for Fixed Income, discusses risk and opportunity with the unfolding war in Ukraine, the Fed’s shift towards tighter monetary policy, and increasing market volatility.


FEATURED PERSPECTIVES

August 02, 2022

Third Quarter 2022 Fixed-Income Sector Views

Relative value and performance drivers across fixed-income sectors.

June 30, 2022

Recession Signals Flashing Red

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

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.


VIDEOS AND PODCASTS

Recession ‘Inevitable’ as the Fed Fights Inflation 

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 19: A Close Look at Hotel Real Estate/Macro Update

Jenny Marler, head of Guggenheim Real Estate, focuses on hotels and hospitality, and Jerry Cai, a Vice President in the Macroeconomic and Investment Research Group, reviews the Fed’s decision and other data.







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