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The Federal Reserve held rates steady last week, as expected, but the backdrop is anything but routine. Portfolio Manager Adam Bloch and Head of Macroeconomic Research and Market Strategy Patricia Zobel join Macro Markets to share insights on a range of market issues, including the FOMC decision, i…
What is next for corporate credit—investment-grade and high yield corporate bonds and leveraged loans—after a volatile first quarter? Credit fundamentals were sound coming into 2026, and while the U.S. economy has shown resilience, the path of energy prices and geopolitical risk continues to stay e…
Equity markets have shown remarkable resilience through chaotic trade policies, the rise of AI, and now a war in the Middle East. But with the Iran conflict continuing to unfold, oil at elevated levels, and volatility spiking, that resilience could face a tough test. Equity Strategist Michael Schwa…
Investors look to physical infrastructure assets to potentially provide steady cash flow, inflation protection, portfolio diversification, and resiliency through economic cycles. In this episode of Macro Markets, John Tanyeri, head of our Real Assets group, explores the powerful secular and geopoli…
Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari Guggenheim Investments, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.