/perspectives/media/2022-outlook-after-a-shocking-start-for-markets

2022 Outlook After a Shocking Start for Markets

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC as we face war, inflation, and a new COVID outbreak in China.

March 14, 2022

 

 

Key Takeaways:

  • The message in the curve flattening.
  • GDPNow suggests growth is suffering.
  • We do not expect recession in the near term.
  • Stocks tend to rally in the year following Fed tightening.
  • The post-WWII inflationary episode vs. today’s inflation.

 

Listen Now: Macro Markets Podcast Episode #8

Anne Walsh, CIO for Fixed Income, discusses risk and opportunity with the unfolding war in Ukraine, the Fed’s shift towards tighter monetary policy, and increasing market volatility.


FEATURED PERSPECTIVES

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Credit Yields Look Attractive Despite Rising Recession Risks

Signposts for credit investors as the next recession approaches.

August 19, 2022

Stocks Are in Trouble if S&P Fails to Break Above its 200-day Moving Average

Deeper losses for equities may lay ahead.

August 02, 2022

Third Quarter 2022 Fixed-Income Sector Views

Relative value and performance drivers across fixed-income sectors.


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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