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Episode 13: The Fed, Credit Quality, and Bank Loans

Episode 13: The Fed, Credit Quality, and Bank Loans

FromGuggenheim Macro Markets


Episode 13: The Fed, Credit Quality, and Bank Loans

FromGuggenheim Macro Markets

ratings:
Length:
51 minutes
Released:
May 12, 2022
Format:
Podcast episode

Description

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.
Released:
May 12, 2022
Format:
Podcast episode

Titles in the series (53)

Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.