/institutional/perspectives/media/reading-the-fed-as-liftoff-begins

Reading the Fed as Liftoff Begins

Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV as the Fed starts the next rate hiking cycle.

March 16, 2022

 

 

Key Takeaways:

  • The Fed is in inflation panic and just reacting to data and the markets.
  • The yield curve flattening shows the markets are discounting a recession.
  • The Fed should focus on bringing down money supply growth, not raising rates.
  • The updated dot plot doesn’t make sense.

 

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VIDEOS AND PODCASTS

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.

Macro Markets Podcast 

Macro Markets Podcast Episode 22: Investors' Guide to the Fed’s Hard Landing

Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, discusses the Fed’s third straight 75 basis point hike and its meaning for the economy and investors.







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