Episode 20: For the Fed, the Devil is in the Data; Agency MBS Update
Guggenheim Macro Markets · Guggenheim Investments
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Show Notes
Matt Bush, Guggenheim’s US economist, discusses the fast-moving economic data and what it might mean for the future course of monetary policy. Aditya Agrawal, head of the Agency MBS Sector Team, reports on developments in his sector, which is directly affected by the Fed's balance sheet management.
3Q22 Fixed-Income Sector Views
Relative Value and performance drivers across fixed-income
sectors.
Read Fixed-Income Sector Views
The Inflation Moderation We Expected Should Continue
Lower July CPI inflation is likely the beginning of a trend.
CIO Mid-Year Outlook
Steve Brown, CIO for Total Return and Macro Strategies, joins Asset TV’s CIO Mid-Year Outlook Masterclass to discuss multi-asset solutions for the market ahead.
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