Macro View

The Great Recession Scare of 2016

By Scott Minerd |  February 23, 2016
While choppy markets require a strong stomach, they historically hold the most value.

The Endgame for Oil

By Scott Minerd |  February 05, 2016

Market fundamentals suggest we have reached a new point in the global energy story.

Macro Forecasts for 2016

By Scott Minerd |  January 28, 2016
Scott Minerd, Chairman of Investments and Global CIO, analyzes global macroeconomic trends most likely to shape the investment environment in 10 charts.

El Niño Could Add $30 Billion to U.S. Economy

By Scott Minerd |  January 27, 2016
Guggenheim Investments’ Macroeconomic and Investment Research team believes that as the massive El Niño weather pattern gains strength, it should become a boon to the U.S. economy, potentially adding 1.5 percent to U.S. gross domestic product (GDP) in the first quarter.

Storm Clouds Over Davos

By Scott Minerd |  January 21, 2016
Ongoing market turmoil puts further Fed rate hikes on hold and increases pressure on China to make radical adjustments.

A Happy New Year After All

By Scott Minerd |  January 06, 2016
For U.S. equities, and credit in particular, evidence is mounting that 2016 will prove happier than 2015 for investors.

What the Fed's Rate Hike Means for Investors

By Scott Minerd |  December 18, 2015
Historically, both equities and fixed income have performed solidly in the initial years of Fed tightening cycles.

Happy Holidays for Risk Assets

By Scott Minerd |  November 23, 2015

Risk assets—particularly high-yield bonds and bank loans—are well positioned to enjoy a prosperous road ahead.

Bad News Is Good News, Once Again

By Scott Minerd |  November 06, 2015
Central banks’ aversion to any downturn should support the current rebound in risk assets through the end of the year.

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