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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.

June 15, 2022

 

 

Key Takeaways:

  • A recession or financial accident is inevitable.
  • We're sitting at or close to the peak in long-term rates.
  • Our internal models have flipped to favoring long bonds over owning stocks.
  • The Fed’s monetary policy introduces risks all around the world.
  • Crypto has proven to be a high beta play on risk.


Read Macro Alert: Fed Aggressiveness Following Delayed Liftoff Sets Up 2023 Collision

 


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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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