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.

September 21, 2022

Key Takeaways:

This FOMC meeting was all about inflation-fighting credibility.
The Federal Reserve should have raised 100 basis points to send a strong message.
Pushing on inflation will put employment at risk.
There is a generational opportunity to buy reduced-price bonds of leveraged companies.
The Bank of Japan is caught in a real dilemma.

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VIDEOS AND PODCASTS

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Maria Giraldo, Investment Strategist for Guggenheim Investments, joins Asset TV’s Fixed Income Masterclass.

Macro Markets Podcast Episode 36: "It's a bond pickers market."

Anne Walsh, CIO for Guggenheim Partners Investment Management, discusses drivers of returns going forward. She also offers advice to young women looking to make a career in asset management.

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