/institutional/perspectives/media/what-the-weak-jobs-report-means-for-fed-policy

What the Weak Jobs Report Means for Fed Policy

Steve Brown, CIO, Fixed Income for Guggenheim Partners Investment Management, joins Bloomberg TV to discuss the weak July jobs report and implications for fixed-income investors.

August 02, 2024

 

 

Key Takeaways:

  • More downside risk in the economy
  • Our base case is still for a slowdown, not recession.
  • Positioned for a terminal rate of around 3 percent.
  • Expect an upward sloping yield curve over time.

FEATURED PERSPECTIVES

November 19, 2024

Fourth Quarter 2024 Fixed-Income Sector Views

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October 10, 2024

Fed Rate Cuts Are Positive for Leveraged Credit (With a Few Caveats)

Effects of rate cuts on high yield bonds may be mixed.

September 26, 2024

Third Quarter 2024 Quarterly Macro Themes

Research spotlight on what’s next.


VIDEOS AND PODCASTS

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking? 

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?

Maria Giraldo, Investment Strategist for Guggenheim Investments, joins Asset TV’s Fixed Income Masterclass.

Macro Markets Podcast 

Macro Markets Podcast Episode 59: Finding Value Now in ABS, MBS, and CLOs (Plus Listener Mail)

Karthik Narayanan, Head of Structured Credit, joins Macro Markets to discuss what makes the sector an important component of our actively managed fixed-income portfolios and where we are finding value now.







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Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors, LLC.