# Anne Walsh

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Episode 86: Portfolio Strategy as Oil Stays Elevated and ‘Regime Change’ Comes to the Fed

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…

Dow rises to another record high ahead of Wednesday’s Fed Decision 6/16/26

The Dow Jones jumped to a new all-time high while the other major averages moved lower on Tuesday.  Kelly Evans and Brian Sullivan were joined by Guggenheim Partners’ Anne Walsh for the full hour to break down the move in stocks, treasury yields, and energy prices. Key interviews during the hour …

Episode 88: Halftime Analysis for Investors: Macro Themes and Market Drivers for 2H2026 and Beyond:

War, oil spikes, and a transition at the Federal Reserve contributed to a volatile first half of 2026, but the relative calm at the year’s mid-point is an opportune time to examine some of the forces that could drive markets in the coming quarters. U.S. Economist Matt Bush and Market Strategist Mar…

The Shadow Series discussed with Authors Anne Walsh & Mary Ann Howard

We discuss The Beatles, Paul, the rumor of his death and so much more on What's The Buzz Podcast Please Like, Share and Subscribe to the channel http://shadowofabassman.com/

476 - Everything’s Fine, But You Don’t Feel Okay. Here’s What That Actually Means with Dr. Anne Walsh

You’re capable, devoted, doing everything right on paper.  And you still feel like you’re failing, guilty when you work, restless with your kids, exhausted and not sure why. That’s not a personal failing. It’s a bind you were handed, and once you can see it, you can start to climb out of it. Dr. An…

Episode 90: Fixed-Income Strategy While the Market Tests the Fed

An impatient bond market has steepened the yield curve as the Warsh-led Federal Reserve seeks to establish credibility as an inflation fighter and clarity as a communicator. Meanwhile, the resilience of the US economy and corporate earnings is offsetting tail risks like geopolitics and possible cha…

Episode 91: Commercial Real Estate: An Uneven but Genuine Recovery

Commercial real estate has had to weather many challenges since the pandemic, with office vacancies, higher interest rates, refinancing concerns, and the health of regional banks all weighing on the asset class. According to Tom Christopoul, Head of Global Real Estate at Guggenheim Investments, the…

Twenty-first Sunday in Ordinary Time: August 23 (Anne Walsh)

This reflection was originally published in 2023. Although the Redemptorist’s title, ministry assignment, and the dates mentioned reflect the time of its original publication, the message of the readings and the reflection continue to speak meaningfully to us today.

Bloomberg Surveillance TV: August 24th, 2026

Featuring:  Anne Walsh, CIO at Guggenheim  Brian Gardner, Chief Washington Policy Strategist at Stifel  Troy Gayeski, Chief Market Strategist at Future Standard See omnystudio.com/listener for privacy information.