/perspectives/media/fed-decision-day-policy-has-reshaped-markets

Fed Decision Day: Policy Has Reshaped Markets

Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV on Fed Day to discuss central bank policy as the U.S. economy begins its long recovery.

June 10, 2020

 

Key Takeaways:

  • The Federal Reserve’s (Fed) monetary policy actions have been successful so far, but they remain limited to supporting market stability and liquidity.
  • The Fed has managed to drive credit spreads tighter, which in turn has given support to the equity market.
  • Market demand for corporate credit is likely to drive spreads even tighter, despite broad economic uncertainty.
  • More fiscal policy is likely whether it is needed or not, as politicians on both sides of the aisle jockey for votes in an election year.

 


FEATURED PERSPECTIVES

April 05, 2021

Don’t Mistake Rapid Jobs Gains for a Strong Labor Market

Despite a strong March 2021 jobs report, full employment remains far away.

March 25, 2021

A Successful Green New Deal Will Need Private Partners

A Green New Deal should not be viewed as a big government program, but as an opportunity to reinvent vast swaths of the U.S. economy while pursuing the laudable goal of carbon neutrality.

March 11, 2021

Staying on Offense

Even as credit spreads have narrowed, further value remains.


VIDEO

First Quarter 2021 Fixed-Income Outlook
 

First Quarter 2021 Fixed-Income Outlook

Portfolio Manager Adam Bloch and Matt Bush, a Director in the Macroeconomic and Investment Research Group, share their outlook for the first quarter 2021.

Core Fixed-Income Conundrum 

Solving the Core Conundrum

Anne Walsh, Chief Investment Officer for Fixed Income, shares insights on the fixed-income market and explains the Guggenheim approach to solving the Core Conundrum.







Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management. Securities offered through Guggenheim Funds Distributors, LLC.

© Guggenheim Investments. All rights reserved.

Research our firm with FINRA Broker Check.

• Not FDIC Insured • No Bank Guarantee • May Lose Value

This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.