Fed Policy and the Business Cycle
Scott Minerd, Chairman of Investments and Global CIO, stops by CNN International on the morning of the FOMC meeting to discuss the Fed’s ability to delay the timing of the next recession. Read our update to Forecasting the Next Recession
Fed Votes on Second Rate Cut
In the most divided vote since 2014, the Fed voted 7-3 to lower interest rates by 25 basis points to 1.75-2%. Fed Chair Jay Powell said he sees a benefit in having diverse perspectives. He added that sometimes the path is very clear but that’s not the case right now given weakening global growth and trade developments that the Fed is monitoring.
50-50 Chance of Fed Rate Cut
Milton Ezrati, chief economist at Vested, weighs in on the central bank monetary policy outlook and the risks on the horizon for the global economy.
Small-Cap Stocks Staging a Comeback!
The Russell 2,000 started the first half of the week in the green, rallying much more than the S&P 500 which was relatively flat. Turning to eco data, a key measure of labor demand fell for the second month in a row. The Fed will also be watching inflation data coming out ahead of the September rate decision.
Central Banks Eyes Stimulus for Global Economies
Global central banks are expected to introduce monetary easing and stimulus measures to prompt economies being pressured by trade tensions and a slowdown in growth.
President Trump Feuds with Fed Before Powell's Speech
President Trump is criticizing the Fed yet again ahead of a key speech from Fed Chair Jay Powell in Jackson Hole, Wyoming. We discuss what Fed watchers will be listening for during that speech as well as how the Fed is thinking about the trade war with China.
Inverted Yield Curve Doesn't Guarantee a Recession
In this Fed Watch update, we hear what the inverted yield curve means for the Federal Reserve and what former Fed Chair Janet Yellen says about the odds of a recession.
Anthony Scaramucci on 2020, The Fed & More
In an exclusive in-depth interview at Anthony Scaramucci’s Hunt and Fish Club, “The Mooch” offers his candid take on the 2020 Presidential Election and the Federal Reserve.
Should the Fed Cut Rates?
Scott Minerd, Chairman of Investments and Global CIO from Guggenheim Partners discusses his position on whether or not the Fed should cut Fund Rates.
The First Fed Funds Rate Cut in Ten Years
Scott Minerd, Chairman of Investments and Global CIO, visits Bloomberg TV to sort through the market and economic implications of the first rate cut since the financial crisis. Read the CIO Outlook: The Fed's Sugar High
Powell Reiterates Favorable Outlook as Fed Cuts
On the heels of the Fed's decision to cut interest rates for the first time since the financial crisis, Fed Chair Jay Powell weighs in on the economy.
The Risks and Opportunities of Late Cycle Investing
Scott Minerd, Chairman of Investments and Global CIO, leads a panel discussion on CNBC on the investment implications of the shifting Fed policy stance.