/perspectives/media/debating-the-next-fed-move

Debating the Next Fed Move

Scott Minerd, Chairman of Guggenheim Investments and Global CIO, discusses his economic outlook and the possibility of a financial accident in 2019.

April 04, 2019

 

FEATURED PERSPECTIVES

March 20, 2023

A Not-So-Funny Thing Happened on the Way to the Terminal Rate

The Fed’s next move and beyond.

March 13, 2023

Silicon Valley Bank Replays the Ugly Consequences of Disintermediation

Assessing ongoing risks related to the SVB collapse.

February 22, 2023

First Quarter 2023 Fixed-Income Sector Views

Valuations have reset after a volatile year.


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 31: Post-FOMC/SVB Analysis

Matt Bush, Guggenheim Investments U.S. Economist, and Evan Serdensky, a Portfolio Manager on our Total Return team, share their perspectives and outlook following two eventful weeks in markets and the economy. They discuss the future path of monetary policy, the effects of a possible credit crunch, and investment strategy and positioning.







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