Markets & outlook · Podcast

Episode 92: Growth and Markets While the Fed Is in Play: Macro Themes and Market Drivers

It pairs a bond portfolio manager with an in-house economist to discuss how rate policy and macro data are feeding into positioning. Useful for advisors looking for a fixed-income manager's read on a volatile rate environment.

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Summary

By the markets & outlook desk

Guggenheim's Macro Markets podcast episode 92 features Evan Serdensky, a portfolio manager on the firm's Total Return team, and U.S. economist Matt Bush discussing market conditions after the Federal Reserve raised rates at its last meeting, with possibly more to come. The conversation covers volatile Treasury yields and equity markets as participants weigh monetary policy, geopolitical risk, economic data and inflation. It also walks through the drivers behind the firm's latest Quarterly Macro Themes outlook.

The Fed raised rates at its last meeting and further hikes may follow
Treasury yields and equity markets have been volatile as participants assess the path of monetary policy
Geopolitical risk, economic data and inflation concerns are cited as part of the backdrop
The episode reviews the drivers of the firm's Quarterly Macro Themes economic outlook

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