/institutional/perspectives/media/barron-s-the-bull-s-days-are-numbered

Barron’s: The Bull’s Days Are Numbered

Guggenheim’s Scott Minerd sees trouble ahead for U.S. stocks and bonds as the yield curve flattens and a recession arrives.

February 03, 2018


FEATURED PERSPECTIVES

July 30, 2018

Welcome, Immigrants. The U.S. Really Needs You

To achieve long-term prosperity, rational immigration policy must become a priority.

July 18, 2018

Late-Cycle Boost and Boom

Investors should stay guarded for exogenous shocks that could pull the next recession forward and cause markets to reprice credit risk.

July 17, 2018

No One Wins a Trade War

If you want to see who the real victims of tariffs are, go look in the mirror.


VIDEO

Forecating the Next Recession 

Forecating the Next Recession

Global CIO Scott Minerd and Head of Macroeconomic and Investment Research Brian Smedley provide context and commentary to complement our recent publication, “Forecasting the Next Recession.”

Macro Themes to Watch in 2018 

Macro Themes to Watch in 2018

In his market outlook, Global CIO Scott Minerd discusses the challenges of managing in a market melt up and highlights several charts from his recent piece, “10 Macro Themes to Watch in 2018.”







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