Episode 13: The Fed, Credit Quality, and Bank Loans
Guggenheim Macro Markets · Guggenheim Investments
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Show Notes
Matt Bush, a Managing Director and Guggenheim’s US Economist analyzes the latest Fed announcement and labor and inflation data, and offers his views on what investors can expect as policy starts to take hold. Maria Giraldo, a Managing Director and investment strategist in the Macroeconomic and Investment Research Group, discusses the fundamentals, relative value, and future prospects for credit risk while the Fed tightens. And the head of Guggenheim’s bank loan desk, Managing Director Chris Keywork, provides an update on his sector, which remains a market favorite and a positive outlier in the fixed-income universe.