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…
August 1, 2023
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
June 21, 2023
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…
March 28, 2023
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…
February 23, 2023
Guggenheim: 10 Macro Themes for 2023
by Guggenheim Partners Research Copyright © Guggenheim Partners
February 7, 2023
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…
November 8, 2022
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…
February 2, 2022
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…
August 13, 2021
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…
May 20, 2021