/institutional/perspectives/media/two-factors-delaying-the-downturn

Two Factors Delaying the Downturn

Anne Walsh, CIO for Guggenheim Partners Investment Management, talks to CNBC at the Milken Institute Global Conference about challenges to the Federal Reserve’s battle against inflation.

May 07, 2024

 

 

Key Takeaways:​

  • Fiscal spending is offsetting monetary tightening
  • In our view inflation is on a downward trajectory
  • Meanwhile, illegal immigration has caused productivity to increase
  • In the longer term, the skewing of the data will diminish

 


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