Macro Markets Podcast Episode 16: Fed Watch...
Brian Smedley, Guggenheim’s Chief Economist and Head of Macroeconomic and Investment Research, discusses the impact of the Fed’s 0.75% rate hike on markets and the economy.
Summers Anticipates 'Stagflationary...
Former Treasury Secretary Lawrence Summers renewed his criticism of Federal Reserve economic forecasts, saying that the US unemployment rate would need to increase by much more than policy makers anticipate in order to quell inflation.
View From The Floor: Bear Markets As...
Bear markets have long been associated with impending recessions. Two questions being asked now are where this bear market will hit bottom and if it will be followed by a recession.
El-Erian Fears Fed Will Flip-Flop
Dr. Mohamed El-Erian, President of Queens' College, Cambridge and chief economic adviser at Allianz, is worried the Federal Reserve will flip-flop between policies as it strives to balance curbing inflation with maintaining a healthy economy.
View From The Floor: NYSE Delisting Revlon
The New York Stock Exchange begins the process of delisting Revlon after the company files for bankruptcy.
S&P 500 Enters Bear Market, What Needs...
Jonathan Corpina shares his thoughts on the S&P 500 entering a bear market and what will need to change for us to see markets start climbing again.
Newday Impact Launches Ocean Health ETF (...
Newday Impact Investing launches its first exchange traded fund and one of the few ETFs dedicated to protecting and restoring healthy marine ecosystems – builds on the company’s five years of impact investing and strong relationships with grassroots nonprofit organizations working to mitigate environmental damage to the world’s oceans. Over 80% of Portfolio Actively Involved in Protecting Ocean...
Markets Want Serious Fight on Inflation
Tim Anderson forecast's the Fed's June announcement of the Federal Funds rate and what he thinks the market wants to see from the benchmark interest rate.
May CPI Report: Inflation Spikes Higher Than...
Peter Tuchman of TradeMas weighs in on the May's CPI coming in higher than was expected and how he feels about "bear markets".
Macro Markets Podcast Episode 15: Mid-Term...
Paul Dozier on how stocks have performed in midterm election years, and head of foreign exchange Cameron Crosby discusses the currency markets
Q2 2022 Market Outlook with Joe Davis
Stonebriar Wealth Management LLC's President and Wealth Advisor, Joe Davis, CFP®, provides his market outlook heading into the end of the year and offers his insights for the coming year.
The ETF Show - Ways to Hedge Volatility
2022 has been very volatile so far with the war in Ukraine, rising interest rates, and elevated inflation. Jason Chen, Senior Research Analyst at DWS Group, discusses how some investors are using currency hedging to reduce volatility. Growth has underperformed in the rising rate environment, but Alger Portfolio Manager Amy Y. Zhang remains bullish on the mid-cap growth space.
Macro Markets Podcast Episode 13: The Fed,...
U.S. Economist Matt Bush analyzes the latest Fed announcement and labor and inflation data, Investment Strategist Maria Giraldo discusses credit risk while the Fed tightens, and Managing Director Chris Keywork updates on the bank loan market.
The ETF Show - Remain Part-Goldfish, Part-...
Columbia Threadneedle Investments just launched its first semi-transparent ETF focused on a growing part of the technology industry. Head of Strategic Beta Marc Zeitoun, CFA explains the bull case for semiconductors and the many ways we use them in our day-to-day lives. State Street Global Advisors Head of SPDR Americas Research Matthew Bartolini, CFA also weighs in on why investors should still...
Macro Markets Podcast Episode 12: Muni...
Allen Li, Managing Director and Head of Guggenheim’s Municipal Bond Sector Team, discusses technical and fundamental drivers of the taxable and tax-exempt municipal market, and why it might be a good time to buy. Also, with the Fed poised to ramp up policy tightening and ongoing supply disruptions from lockdowns in China and the war in Ukraine, Paul Dozier, a Director in the Macroeconomic and...
Macro Markets Podcast Episode 11: The ABCs...
Karthik Narayanan, Head of the Structured Credit group for Guggenheim Investments, and Jared Drucker, a Director and senior member of the group, join Head of Thought Leadership Jay Diamond for a timely discussion of ABS, MBS, and CLOs, how the market has been responding to rapidly changing market conditions, and where they are finding value now. Matt Bush, US Economist for Guggenheim Investments...
The ETF Show - Commodities & Core...
Inflation has reached the highest levels in four decades, and it could be here to stay, says VanEck Portfolio Manager and Head of Quantitative Investment Solutions David Schassler. He gives an overview of inflation-fighting assets, such as commodities and REITs, and the strategy behind the VanEck Inflation Allocation ETF, RAAX. Franklin Templeton Fixed Income Senior Vice President Ben Barber,...
Macro Markets Podcast Episode 10: The Case...
Steve Brown, Assistant Chief Investment Officer for Guggenheim Investments, discusses first quarter market volatility, portfolio management decision making, and the case for bonds now. Also featuring Aditya Agrawal, Head of the Agency MBS Sector Team, and Jerry Cai, a Vice President in the Macroeconomic and Investment Research Group.