/institutional/perspectives/media/fed-day-the-argument-for-100-basis-points

Fed Day: The Argument for 100 Basis Points 

Scott Minerd, Guggenheim Partners Global CIO and Chairman of Guggenheim Investments, joins Bloomberg TV on Fed Day.

September 21, 2022

 

 

Key Takeaways:

  • This FOMC meeting was all about inflation-fighting credibility.
  • The Federal Reserve should have raised 100 basis points to send a strong message.
  • Pushing on inflation will put employment at risk.
  • There is a generational opportunity to buy reduced-price bonds of leveraged companies.
  • The Bank of Japan is caught in a real dilemma.


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