/perspectives/media/divided-government-is-a-great-outcome

"Divided Government Is a Great Outcome."

Scott Minerd, Guggenheim Partners Global CIO and Chairman of Guggenheim Investments, joins CNBC on the evening of Election Day.

November 09, 2022

 

 

Key Takeaways:

  • Divided government means little movement on the fiscal side, and may limit the Fed.
  • We could see a relief rally but we are still in a bear market.
  • Don’t expect any changes in the US-China relationship.
  • A financial accident caused by the Fed is likely, but hard to predict.


Read Macro Alert: The Jobs Data Trend Is Duration’s Friend

 


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 30: The Structured Credit Value Proposition Right Now

Karthik Narayanan, Head of Securitized for Guggenheim Investments, gives a master class in structured credit, including where he is finding attractive absolute and relative value in mortgage-backed securities, asset-backed securities, and collateralized loan obligations. U.S. Economist Matt Bush discusses recent economic data and the Federal Reserve’s inflation fighting strategy. (Structured credit is complex and may not be suitable for all investors.)







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