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Anne Walsh on the Next Big Risk

Anne Walsh, CIO for Guggenheim Partners Investment Management, joins Bloomberg TV for a long-range look at the markets.

August 12, 2024

 

 

Key Takeaways:

  • We are still recovering from the policies and programs of the “Covid echo.”
  • Debt-financed spending and related interest expense is crowding out borrowers and rationing capital. 
  • Capital rationing has resulted in a bifurcated economy with winners and losers.
  • The Fed should have moved faster to bring rates down.
  • Increases in spending and debt is unsustainable in the long run and needs to change.

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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.








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