Use This 'Goldilocks Market' to Prepare for Its Eventual End
by Anne Walsh, JD, CFA, Chief Investment Officer, Guggenheim Partners Investment Management Talk of Goldilocks has taken hold…
Guggenheim Partners Q2 2023 Quarterly Macro Themes - Research Spotlight on What's Next
by Brian Smedley, Chief Economist and Head of Macroeconomic Research, & Team, Guggenheim Partners Copyright © Guggenheim Partners
A Not-So-Funny Thing Happened on the Way to the Terminal Rate
by Brian Smedley, Chief Economist, Guggenheim Partners The market clamor over the Federal Reserve’s (Fed) execution of monetary…
Investors Should Not Expect Much Relief from Volatility
by Anne Walsh, JD, CFA, Chief Investment Officer, Guggenheim Partners Investment The transition to a world of quantitative…
Guggenheim: 10 Macro Themes for 2023
by Guggenheim Partners Research Copyright © Guggenheim Partners
The Jobs Data Trend Is Duration’s Friend
by Scott Minerd, Global CIO, and Brian Smedley, Chief Economist, Guggenheim Partners October jobs data suggests a cooling…
That Sound You Hear Is the Fed Breaking Something
by F. Scott Minerd, Global CIO, Guggenheim Partners October will test the Fed’s resolve. The Federal Reserve’s (Fed)…
Stocks Are in Trouble if S&P Fails to Break Above its 200-day Moving Average
by Scott Minerd, Global CIO, Guggenheim Partners Deeper losses for equities may lay ahead. Stocks have seen a…
Forget Raising Rates, Shrink the Balance Sheet
The Fed’s best opportunity to “normalize” policy. by Scott Minerd, Global CIO, Guggenheim Partners For all the hoopla…
Latest CPI Validates the Transitory Nature of Inflation Spikes
Falling demand will help limit the extent of more price increases. by Scott Minerd, Chief Global Strategist, Guggenheim…
Inflation Is Spiking, But You Only Reopen the Economy Once
by Guggenheim Partners Core CPI jumped to 3.0 percent year-over-year in April, the fastest pace since 1996. While…
