/institutional/perspectives/media/markets-rally-after-weak-cpi-data

Markets Rally After Weak CPI Data

Scott Minerd, Guggenheim Partners Global CIO and Chairman of Guggenheim Investments, joins CNBC to discuss markets on CPI day.

November 10, 2022

 

 

Key Takeaways:

  • CPI came in weaker than expected
  • We are in a bear market relief rally
  • Stocks perform well in the six-month period after midterm elections
  • Barring unforeseen major events, the Fed is unlikely to change course on tightening.
  • There is a forced liquidation in crypto.


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VIDEOS AND PODCASTS

2022’s Upside: The Fed Has Put the Income Back in Fixed Income 

2022’s Upside: The Fed Has Put the Income Back in Fixed Income

Anne Walsh, Chief Investment Officer for Fixed Income at Guggenheim Investments, joined Asset TV to discuss macroeconomic conditions, risk, and relative value in the bond market.

Macro Markets Podcast 

Macro Markets Podcast Episode 28: Fed Day, Jobs Day, and 10 Macro Themes

Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, discusses the Fed rate decision, recent inflation, labor, and GDP data, and possible next steps for monetary policy. He also provides key takeaways for investors from our 10 Macroeconomic Themes for 2023.







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