Debating the Next Fed Move
Scott Minerd, Chairman of Guggenheim Investments and Global CIO, discusses his economic outlook and the possibility of a financial accident in 2019.
Fed Dot Plot Shows Zero Hike Consensus
Scott Minerd, Chairman of Guggenheim Investments and Global CIO, discusses the Federal Reserve’s policy statement and dot plot consensus of no rate hikes in 2019.
First Quarter 2019 Fixed-Income Outlook: Late-Cycle Drama Is Unfolding
Portfolio Manager Adam Bloch and Macroeconomic and Investment Research Group Director Matt Bush share insights from the first quarter 2019 Fixed-Income Outlook and explain that risk assets will likely enjoy another rally while the Fed stays on hold, but the pause will only allow excesses to become more pronounced. Read the report
Explaining Market Activity As the Fed Hits the Pause Button
In a wide-ranging interview on monetary policy, economic growth, and politics on Bloomberg TV, Scott Minerd, Chairman of Investments and Global CIO, explains his market outlook for US credit markets and stocks.
New Data Suggest More Fed Dovishness in 2019
Scott Minerd, Chairman of Investments and Global CIO, explains on CNN International that while waning economic conditions could cause the Fed to go on hold, stable rates should be good for risk assets in the near term.
Signs the Credit Cycle is Ending
TCW CIO of Fixed Income Tad Rivelle appeared on Bloomberg TV to discuss Fed policy, growing signs the credit cycle is ending, and where he sees the greatest risks in fixed income today.