Matt Bush, Guggenheim Investments’ U.S. Economist, and Maria Giraldo, Investment Strategist, join the Macro Markets podcast to discuss our top 11 Macro Themes likely to shape monetary policy and investment performance this year.

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11 Macro Themes for 2024

11 trends that will shape credit markets in 2024.

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Policy Conditions Are Tighter Than They Appear

Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins CNBC to discuss Federal Reserve policy and its effect on credit markets heading into 2024.

Positioning for the Fed Pivot

Steve Brown shares insights on Fed policy and our house view on the possible pace and size of rate cuts going forward.

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