Guggenheim Partners Market Perspectives RSS

QE from 35,000 Feet

Wed, 22 May 2013 05:00:00 GMT

Quantitative easing has benefited from global macro events and appears likely to continue for the rest of the year. Markets, though, will continue to anticipate how the current policies will eventually be unwound.

Abenomics for Europe

Wed, 15 May 2013 05:00:00 GMT

The devaluation of the Japanese yen may lead EU policymakers to implement measures that will help the economic situation in the single currency zone.

Make Way for the MIPS

Wed, 08 May 2013 05:00:00 GMT

Emerging markets still provide excellent opportunities for outperformance in equities, with Malaysia, Indonesia, the Philippines and Singapore being among the best positioned for the decade ahead.

Europe at Minimum Speed

Wed, 01 May 2013 05:00:00 GMT

Market forces are correcting the growth dichotomy between the European Union's core and periphery, thus improving the outlook for the region.

CNBC: Scott Minerd on Fed Impact and Where to Invest

Tue, 30 Apr 2013 05:00:00 GMT

Global CIO Scott Minerd joins Maria Bartiromo live from the 2013 Milken Global Conference.

Questioning Quantitative Easing

Wed, 24 Apr 2013 05:00:00 GMT

Speculation over the reduction or expansion of quantitative easing largely amounts to market noise.

Signs of a Correction

Wed, 17 Apr 2013 05:00:00 GMT

Although the long-term economic picture remains sanguine, a number of global risks and economic results point to a temporary period of consolidation in equity markets.

The Ripple Effect of Abenomics

Wed, 10 Apr 2013 05:00:00 GMT

Monetary policy in Japan will continue to drive investors in that country to overseas markets, which will affect global asset prices and bond yields.

High Yield and Bank Loan Outlook April 2013

Tue, 09 Apr 2013 05:00:00 GMT

While leveraged credit is far from the bargain it was four years ago, discussions of a bubble are premature at this point. Although we have entered the advanced stages of the rally, historical precedent and the continuation of accommodative monetary policy suggest that spreads, particularly those of lower-rated bonds and bank loans, may tighten materially from current levels.

FOX Business: Gold Could Be A Good Asset

Fri, 05 Apr 2013 05:00:00 GMT

CIO Scott Minerd weighs in on unemployment numbers and the Fed.

Bloomberg: Minerd Says `Difficult' to Unwind Central Banks' QE

Thu, 04 Apr 2013 05:00:00 GMT

Scott Minerd talks about global central bank policies and hiring activity at his firm. He speaks with Tom Keene, Sara Eisen and Scarlet Fu on Bloomberg Television's "Surveillance."

Sound Fundamentals but Fatigue in the Markets

Wed, 03 Apr 2013 05:00:00 GMT

Although economic fundamentals continue to strengthen, the run-up in asset prices that has unfolded over the past half-year appears to be at risk of a temporary set-back.

CNBC: Time to Think Differently About Investing

Tue, 02 Apr 2013 05:00:00 GMT

Scott Minerd, Guggenheim Partners CIO, shares his thoughts on how to profit from several of the sweet spots in the markets.

A More Mature Bull Market

Wed, 27 Mar 2013 05:00:00 GMT

One of the characteristics of a more mature bull market, such as the one we are in today, is that asset prices become more susceptible to contractions due to negative news.

CNBC: Eyeing the Markets on Fed's Decision (Part 3)

Fri, 22 Mar 2013 05:00:00 GMT

How the markets might move after hearing from Fed Chairman Bernanke, with CIO Scott Minerd on CNBC's Street Signs.

CNBC: Markets Barely Move on Fed Decision (Part 2)

Thu, 21 Mar 2013 05:00:00 GMT

The Fed has left rates unchanged, and comments on a declining jobless rate with CIO Scott Minerd on CNBC's Street Signs.

CNBC: Fed Has A Tough Job (Part 1)

Wed, 20 Mar 2013 05:00:00 GMT

What should investors expect to hear from the Fed? CIO Scott Minerd joins a panel on CNBC's Street Signs.

Cyprus as a Pandora's Box

Wed, 20 Mar 2013 05:00:00 GMT

The attempt to levy a deposit tax on Cypriot accounts has the potential to further destabilize the European Union, with contagion risk elevating for other peripheral member states.

Excess Liquidity Finds a Home

Wed, 13 Mar 2013 05:00:00 GMT

U.S. home prices appear likely to continue to rise as the Federal Reserve injects more liquidity into the system. Given housing’s unique characteristics, this will have positive effects for consumption and growth.

Bloomberg Radio: CIO Scott Minerd Sees 10% Stock Pullback This Summer

Tue, 12 Mar 2013 05:00:00 GMT

Scott Minerd, chief investment officer at Guggenheim Partners LLC, says the stock market is near a "consolidation."

FOX Business: Washington to Break Dow Rally?

Fri, 08 Mar 2013 06:00:00 GMT

Guggenheim Partners CIO Scott Minerd expresses his belief that politicians may put an end to the Dow’s rally.

An Ephemeral Swoon

Wed, 27 Feb 2013 06:00:00 GMT

Although volatility is likely to stay relatively high going forward, the recent move in the markets to risk-off mode appears to be a temporary condition.

Collateral Damage in the Currency Wars

Thu, 21 Feb 2013 06:00:00 GMT

Global competitive devaluation will continue to cause asset prices to rise in the near-term, but the broader implication of the policies will be increased volatility.

When Politics Trump Economics

Wed, 13 Feb 2013 06:00:00 GMT

The U.S. economic expansion continues, but increasing attention to political risks, and currency wars, in particular, indicate a period of heightened volatility could be ahead.

The Core Conundrum

Tue, 12 Feb 2013 06:00:00 GMT

As yields on the flagship fixed-income benchmark languish around 1.9 percent, the chasm between investors' return targets and current market realities deepens. Bridging this gap, without assuming undue credit or duration risk, requires a shift away from the traditional view of core fixed-income management in favor of a more diversified, multi-sector approach.

Echoes of 2004

Wed, 06 Feb 2013 06:00:00 GMT

Rising equities and tightening credit spreads define the near-term investment outlook, but this is not the first time we have seen this cycle play out in recent memory.

CNBC: Scott Minerd on Dow's 14K Milestone

Fri, 01 Feb 2013 06:00:00 GMT

Guggenheim Partners CIO Scott Minerd offers insight on the Dow breaking the 14,000-point.

Crystallization at Davos

Thu, 31 Jan 2013 06:00:00 GMT

The euphoria among my fellow Davos attendees was palpable, but short and long-term risks for the world’s advanced economies, including competitive currency devaluation, remain concerning.

FOX Business: Allocate Your Money Towards Risk Assets

Thu, 31 Jan 2013 06:00:00 GMT

Guggenheim Partners CIO Scott Minerd weighs in on the jobs numbers in January and where to put your money in today's market.

Escape Velocity in the Economy

Thu, 24 Jan 2013 06:00:00 GMT

The broad improvement in U.S. economic data indicates that the economy is likely to continue to expand, supporting earnings growth and pointing to an eventual return of leveraged buy outs.

Bloomberg: Scott Minerd's Big Ideas for Investing in the Next Decade

Tue, 22 Jan 2013 06:00:00 GMT

Scott Minerd, chief investment officer at Guggenheim Partners LLC, discusses investing in art, stocks and Arctic development.

Signs of a Rotation

Wed, 16 Jan 2013 06:00:00 GMT

As yields continue to dwindle and risks in the fixed income market come into clearer focus, investors have begun to regard equities as a compelling alternative to bonds.

A Brighter Picture for Jobs and the Economy

Wed, 09 Jan 2013 06:00:00 GMT

Promising fundamental developments suggest that U.S. economic expansion is likely to continue and equities will rise in the first quarter.

High Yield and Bank Loan Outlook January 2013

Fri, 04 Jan 2013 06:00:00 GMT

Record high prices, historically low yields and gradually deteriorating fundamentals have tempered expectations for the leveraged credit market.

Restricted Room For Higher Rates

Thu, 03 Jan 2013 06:00:00 GMT

Interest rates should rise through 2013, however, the level to which they can increase will be limited by the Federal Reserve’s ongoing attempt to stimulate activity in the housing market.

Christmas Ghosts and the Global Economy

Thu, 27 Dec 2012 06:00:00 GMT

This Christmas season sees a mixed picture for the global economy, with an improving outlook for China and the U.S., but further challenges and uncertainty in the eurozone.

The Limits of Monetary Policy

Wed, 19 Dec 2012 06:00:00 GMT

With unemployment levels remaining stubbornly elevated, investors should not expect a reversal of quantitative easing by the Federal Reserve in 2013.

CNBC: Only Policy That Matters Is Monetary Policy

Fri, 14 Dec 2012 06:00:00 GMT

Scott Minerd, Guggenheim Partners CIO, explains why the problem with the economy is spending, not taxes.

Fox Business: Scott Minerd Ready for Fiscal Speed Bump, Not Cliff

Fri, 14 Dec 2012 06:00:00 GMT

Guggenheim Partners CIO Scott Minerd on the impact of the fiscal cliff on the market.

Decoupling From the Eurozone

Wed, 12 Dec 2012 06:00:00 GMT

Recent positive data releases from the U.S. and Asia seem to indicate that global investors should not expect to be severely affected by the ongoing problems in the eurozone.

From a Fiscal Cliff to a Fiscal Speed Bump

Wed, 05 Dec 2012 06:00:00 GMT

More granular analysis of the line items in the fiscal cliff tells a less harrowing story than what Congress and the media are presenting.

The Keynesian Depression

Tue, 04 Dec 2012 06:00:00 GMT

The Great Depression brought about the Keynesian Revolution, complete with new analytical tools and economic programs that have been relied upon for decades. Over the years, the accumulation of these policy actions has reduced the flexibility to deal with crises and nations have now exceeded their ability to finance themselves without relying on their central banks as lenders of last resort. Increasingly large doses of monetary policy are required just to keep the economy expanding at a subpar pace. Some have referred to this as reaching the Keynesian endpoint.

Fox Business: We Can't Avoid a Tax Increase, Fiscal Drag

Thu, 29 Nov 2012 06:00:00 GMT

Guggenheim Partners CIO Scott Minerd gives his outlook for economic growth.

A Turn in the Credit Cycle

Wed, 28 Nov 2012 06:00:00 GMT

Investors should understand the recent transition in the credit market and the implications it could have for the trajectory of asset prices over the long-term.

Rates Rise, Then What?

Wed, 21 Nov 2012 06:00:00 GMT

How fixed income investors can protect themselves from uncertainty associated with the interest rate outlook.

CNBC: Scott Minerd discusses what's working and what's not in California

Fri, 16 Nov 2012 06:00:00 GMT

Guggenheim Partners CIO Scott Minerd from the Milken California Summit weighs in on what's working in California, and what isn't.

Too Low for Too Long

Thu, 15 Nov 2012 06:00:00 GMT

The Federal Reserve faces the risk of inducing a sell-off in bonds similar to that which occurred in 1994 when Dr. Greenspan tightened credit conditions after maintaining an artificially low interest rate environment for an extended period.

Make Way for Debt Mutualization in Europe

Wed, 07 Nov 2012 06:00:00 GMT

Hurdles and hold-ups are inevitable but recent policy developments in Europe indicate that the ECB and the Bundesbank are cooperating and greater federalization is likely.

FOX Business: Scott Minerd on Future of Job Market

Fri, 02 Nov 2012 05:00:00 GMT

Guggenheim Partners CIO Scott Minerd weighs in on October's unemployment numbers.

Natural Disaster Economics

Wed, 31 Oct 2012 05:00:00 GMT

“Super-Storm” Sandy will distort economic activity and data over the coming months.

Cheap Debt is Good News for Stocks

Wed, 24 Oct 2012 05:00:00 GMT

The eventual return of leveraged buy-outs (LBOs) and an uptick in mergers and acquisitions (M&A) should give investors further reason to be bullish on stocks.

Europe’s Glacial Move To Federalization

Wed, 17 Oct 2012 05:00:00 GMT

Uncertainty continues to weigh on European markets but the continent is still drifting toward federalization. Recent trends and political developments are constructive for an eventual return to growth for the region.

China in Transition

Thu, 11 Oct 2012 05:00:00 GMT

With nominal growth rates falling faster than expected, the possibility of a hard landing for China country's economy appear to be increasing. Importantly, there is more to this situation than is immediately observable.

CNBC: If Spanish Rates Get to 7% Buy Equities

Thu, 11 Oct 2012 05:00:00 GMT

Scott Minerd, CIO of Guggenheim Partners tells CNBC that bad news is good news in Europe, "Every time rates get to seven percent that is a good time to step in...

Bloomberg: LBOs, Acquisitions Seen Benefitting U.S. Stocks

Thu, 11 Oct 2012 05:00:00 GMT

Scott Minerd, Chief Investment Officer of Guggenheim Partners LLC, discusses U.S. mergers and acquisitions activity,...

Return to Bretton Woods

Wed, 10 Oct 2012 05:00:00 GMT

The gold-convertible U.S. dollar became the global reserve currency under the Bretton Woods monetary system that lasted from 1944-1971. This arrangement ended because foreign central banks accumulated excessive reserves of U.S. Treasuries, threatening price stability and the purchasing power of the dollar. Today, central banks are once again stockpiling massive Treasury reserves in an attempt to manage their currency values and gain advantages in export markets. We have, effectively, returned to Bretton Woods. The trouble is that the arrangement is as unsustainable today as it was during the middle of the last century.

High Yield and Bank Loan Outlook October 2012

Mon, 08 Oct 2012 05:00:00 GMT

FOX Business: Scott Minerd Says the Economy is Not as Bad as We Think

Fri, 05 Oct 2012 05:00:00 GMT

Guggenheim Partners CIO Scott Minerd weighs in on the jobs numbers and the markets

Market Jitters Return

Wed, 03 Oct 2012 05:00:00 GMT

After digesting all of the positive developments in September, the market appears to be consolidating. Europe, China, and the fiscal cliff have returned to center stage but this will likely give way to a continuation of the rally in the U.S. stock market by the fourth quarter.

A Recovery in Housing

Tue, 25 Sep 2012 05:00:00 GMT

Data indicates that the mess in the U.S. housing market is beginning to turn around. A continuation of this trend, plus rising equity prices, is auspicious for U.S. consumption and the economic expansion in general.

Fox Business: Scott Minerd Makes Case for $10K Gold

Fri, 21 Sep 2012 05:00:00 GMT

Guggenheim Partners CIO Scott Minerd gives his outlook for gold prices and Treasuries.

QE to Infinity and Beyond

Tue, 18 Sep 2012 05:00:00 GMT

Both the European Central Bank and the Federal Reserve recently announced unlimited bond purchase programs. These unprecedented policy actions should be constructive for investments in risk assets and gold.

CNBC: How to Make the Rally Pay Off

Fri, 14 Sep 2012 05:00:00 GMT

Scott Minerd appeared as this afternoon’s ‘Street Insider’ with views on making money in this market: “Open-ended QE is inflationary in the long run; investors migrating toward gold, commercial property and art work; Government bonds likely to underperform in the years ahead; Now may be a better time to sell Treasury securities.”

CNBC: How to Make the Rally Pay Off

Fri, 14 Sep 2012 05:00:00 GMT

FOX Business: Minerd on the Economy and Jobs Data

Fri, 07 Sep 2012 05:00:00 GMT

Guggenheim Partners CIO Scott Minerd weighs in on the jobs numbers and gives his outlook for the Fed.

FOX Business: Should We Go Back to the Gold Standard?

Fri, 24 Aug 2012 05:00:00 GMT

Guggenheim Partners CIO Scott Minerd on the possibility of returning to the gold standard.

The Faustian Bargain

Wed, 22 Aug 2012 05:00:00 GMT

Since 2008, governments that have relied upon quantitative easing instead of undertaking structural reforms have arguably entered into a Faustian bargain of epic proportions. What are the potential consequences of global central banks printing trillions of dollars, euros, pounds, francs, and yen in an attempt to provide short-term fixes for their nations’ long-term economic problems?

FOX Business: Scott Minerd says Labor Market is on the Mend

Fri, 03 Aug 2012 05:00:00 GMT

Guggenheim Partners CIO Scott Minerd on the current employment situation in the U.S.

High Yield and Bank Loan Outlook July 2012

Mon, 09 Jul 2012 05:00:00 GMT

After a strong first quarter for high yield bonds and bank loans, the mixed performance of the second quarter has conjured up memories of 2011’s volatility.

FOX Business: Minerd Still Betting Against Treasuries

Fri, 15 Jun 2012 05:00:00 GMT

Guggenheim Partners CIO Scott Minerd explains why shorting Treasuries is a good bet in the long run.

FOX Business: Will the Fed Infuse More Stimulus Into the Economy?

Fri, 01 Jun 2012 05:00:00 GMT

Guggenheim Partners CIO Scott Minerd argues the likelihood of QE3 has increased dramatically due to the rise in the unemployment rate.

Scott Minerd Says Weaker Equities Will Bring Opportunities

Fri, 01 Jun 2012 05:00:00 GMT

Scott Minerd,Chief investment officer of Guggenheim Partners LLC, says "as equities weaken" over the summer, there will be opportunities to move money into stocks.

Scott Minerd Says Euro to Survive at Lower Rate

Wed, 30 May 2012 05:00:00 GMT

Scott Minerd, Chief Investment Officer of Guggenheim Partners LLC, says the euro should survive at a lower exchange rate, with its value going "below parity." Minerd talks with Bloomberg's Pimm Fox and Courtney Donohoe on Bloomberg Radio's "Taking Stock."

Bloomberg Businessweek: Arctic Infrastructure Opportunities

Wed, 02 May 2012 05:00:00 GMT

Scott Minerd, Chief Investment Officer at Guggenheim Partners LLC, talks about investment opportunities in the Arctic and Federal Reserve policy. Minerd speaks with Stephanie Ruhle from the Milken Institute 2012 Global Conference in Los Angeles on Bloomberg Television's "InBusiness."

CNBC: Scott Minerd on Market Outlook - Live from Milken 2012

Tue, 01 May 2012 05:00:00 GMT

Discussing the state of the U.S. economy and where the markets are headed long-term, with Scott Minerd, Guggenheim Partners CIO.

Fox Business: Fed Will Impose Some Sort of QE

Thu, 12 Apr 2012 05:00:00 GMT

Guggenheim Partners CIO Scott Minerd weighs in on the Fed and his outlook for interest rates.

CNBC: Is the European Recession Getting Worse?

Tue, 10 Apr 2012 05:00:00 GMT

"Spain is on the road to restructuring, just like the rest of the European nations," says Scott Minerd, Guggenheim CIO.

Nightly Business Report: The Market’s 5-Day Slide

Tue, 10 Apr 2012 05:00:00 GMT

Scott Minerd, Chief Investment Officer at Guggenheim Partners, shares his beliefs on the stock market’s movements of the past five sessions

FOX Business: Minerd's Call on U.S. Treasuries

Fri, 16 Mar 2012 05:00:00 GMT

Scott Minerd of Guggenheim Partners explains what will drive interest rates higher.

Winning the War in Europe

Wed, 07 Mar 2012 06:00:00 GMT

In centuries past, there have been many wars fought to bring Europe under one economic and political union. Today, in many ways, Europe is engaged in another war – a war to preserve the hard-fought gains of monetary and fiscal union built over the past five decades. Just as past European conflicts resulted in grave economic costs and massive amounts of debt, this fight has taken a similar path. How long will it take to resolve? The interwar period from 1918 to 1939 may offer some insight.

CNBC Fast Money Portfolio: Long-Term Investing Trends

Tue, 28 Feb 2012 06:00:00 GMT

Scott Minerd, Guggenheim Partners CIO, discusses his long-term strategy, investing for an asset bubble, the risk-on trade, and shorting Treasuries. Also, how best to implement and apply the trend, with the Fast Money traders.

FOX Business: Bernanke Pushing U.S. Towards Inflation?

Thu, 16 Feb 2012 06:00:00 GMT

Guggenheim Partners CIO Scott Minerd gives his outlook for the Fed.

Fox Business: Minerd Predicts 7.7% Unemployment by November

Fri, 03 Feb 2012 06:00:00 GMT

CIO Scott Minerd explains why he is bullish on job growth.

CNBC: Why I Like U.S. Stocks: CIO Scott Minerd

Tue, 31 Jan 2012 06:00:00 GMT

CIO Scott Minerd explains why stocks will do well this year.

CNBC: Draghi to Follow Bernanke's Lead?

Tue, 10 Jan 2012 06:00:00 GMT

CIO Scott Minerd comments on the positive economic momentum in the United States and progress in Europe on CNBC's "Street Signs."

Scott Minerd on FOX Business News: Great Time to Invest in Housing

Fri, 06 Jan 2012 06:00:00 GMT

Scott Minerd of Guggenheim Partners weighs in on the December unemployment data and how to invest in today's market environment.

The Triumph of Optimism

Sat, 31 Dec 2011 06:00:00 GMT

Are the dark clouds finally breaking? There is positive economic momentum in the United States, progress in Europe, and global policy accommodations being implemented that are pro-cyclical and supportive of longer-term economic growth. Over the course of history there is a certain triumph of optimism. From an investor’s perspective, the best time to be an optimist is when there is a parade of pessimism marching down Main Street.

FOX Business: Minerd: Hedge the Currency

Thu, 15 Dec 2011 06:00:00 GMT

CIO Scott Minerd weighs in on gold prices, the European debt crisis and the economy.

CNBC: Could Europe's Pain = U.S. Gain?

Mon, 28 Nov 2011 06:00:00 GMT

As Europe sorts out its fiscal mess, does it signal opportunities for America? Scott Minerd weighs in.

Bloomberg: Guggenheim's Minerd on Europe Debt Crisis, Strategy

Tue, 22 Nov 2011 06:00:00 GMT

CIO Scott Minerd talks about efforts by European leaders to resolve the region's sovereign-debt crisis. Minerd also discusses his investment strategy. He speaks with Adam Johnson on Bloomberg Television's "Street Smart." (Source: Bloomberg)

FOX Business: Europe Not a Threat to U.S. Economy

Thu, 17 Nov 2011 06:00:00 GMT

CIO Scott Minerd explains why he's not concerned about the European economy's impact on U.S. markets.

Barron's: Too Toxic, Even For Obama

Wed, 16 Nov 2011 06:00:00 GMT

A levy on financial transactions is welcomed by European leaders, and two U.S. lawmakers. But the idea is a nonstarter in the U.S. - Scott Minerd weighs in.

NY Times: For Clues to U.S. Stocks, Look at Greek Bonds

Sat, 05 Nov 2011 05:00:00 GMT

Scott Minerd, chief investment officer at Guggenheim Partners, says he believes that Treasury yields have already bottomed and are beginning to edge upward.

CNBC: The Real Problem Now? Spain and Italy, says Minerd

Fri, 04 Nov 2011 05:00:00 GMT

Guggenheim Partners CIO Scott Minerd discussed the latest Greek bailout efforts on CNBC's "Money in Motion."

Return of the Phillips Curve

Thu, 03 Nov 2011 05:00:00 GMT

Worried about millions of Americans out of work, some members of the Federal Reserve’s policy committee say they’re willing to tolerate higher inflation. The idea that rising prices can reduce unemployment is rooted in the Phillips Curve, a half-century old economic theory. History shows the trade-off can hold, but only temporarily and only if expectations of inflation are well anchored.

CNBC: Investors Await Bernanke News

Wed, 02 Nov 2011 05:00:00 GMT

CIO Scott Minerd and others discuss what to expect from Fed chief Ben Bernanke.

FOX Business: Will Test Market High by Year's End

Thu, 27 Oct 2011 05:00:00 GMT

CIO Scott Minerd gives his outlook for the markets and economy on FOX Business.

CNBC: Scott Minerd at Milken’s State of the State Conference in Beverly Hills

Thu, 13 Oct 2011 05:00:00 GMT

CIO Scott Minerd discussed investing in California bonds during an interview with CNBC correspondent, Jane Wells.

CNBC: Is Greece Close to a Default?

Mon, 03 Oct 2011 05:00:00 GMT

Concerns still linger on the possibility of a spreading financial contagion coming after Greece defaults, with CIO Scott Minerd.

CNBC: What are Odds of a Market Bottom?

Mon, 26 Sep 2011 05:00:00 GMT

CIO Scott Minerd says we're within 10% of what he feels is the absolute bottom in this market.

Fox Business News: Minerd on Interest Rates: Take Gains and Go Home

Fri, 23 Sep 2011 05:00:00 GMT

CIO Scott Minerd gives his outlook for interest rates and the markets.

CNBC: Markets in Turmoil

Thu, 22 Sep 2011 05:00:00 GMT

CIO Scott Minerd provides global perspective and discusses what ignited Thursday's market selloff.

Fox Business News: EU Debt Crisis Not Likely to Spark Global Recession

Fri, 09 Sep 2011 05:00:00 GMT

CIO Scott Minerd weighs in on his outlook for the European debt crisis and its impact on the U.S. markets on Fox Business News

Keep Calm, Carry On

Thu, 01 Sep 2011 05:00:00 GMT

Financial markets have been unnerved by Europe's sovereign debt crisis, a slowdown in global economic growth, and political rancor; but for far-sighted investors, today's market turmoil presents a rare opportunity. The torrent of liquidity unleashed by major central banks should be a boon for asset prices in the medium-term. Fundamentals, at least in the U.S., also remain far healthier than the market's recent slump implies.

CNBC: German Flash Crash?

Thu, 25 Aug 2011 05:00:00 GMT

Scott Minerd reacts to the 18-minute fall of the German stock market on CNBC's "Strategy Session"

CNBC: Minerd on Banks’ Health, Bernanke's Jackson Hole Speech

Tue, 23 Aug 2011 05:00:00 GMT

CIO Scott Minerd explains why he is more concerned about the European banking system rather than the U.S.

CNBC: Investment Strategy During Uncertainty

Mon, 15 Aug 2011 05:00:00 GMT

The structural issues of Europe are so big that one meeting will not drive an outcome at this point, says CIO Scott Minerd

FOX Business: Treasury Rally Has Run Its Course?

Wed, 10 Aug 2011 05:00:00 GMT

Guggenheim Partners CIO Scott Minerd argues there is no downside in Treasuries but there are better places to put your money now.

CNBC: The European Contagion

Wed, 10 Aug 2011 05:00:00 GMT

How we got to this point and a look at the European banks and their impact on the downward price action, with CIO Scott Minerd.

CNBC: Europe is a "Train Wreck"

Tue, 02 Aug 2011 05:00:00 GMT

CIO Scott Minerd on why people will flee the euro and go to a safe haven like US Treasurys, since the United States is 'the least dirty shirt in the bag.

Europe’s Cognitive Dissonance

Wed, 27 Jul 2011 05:00:00 GMT

European policymakers have had a hard time accepting the reality of the region’s debt crisis. Bailouts and belt tightening have merely postponed the inevitable: a restructuring of sovereign debts and harmonization of fiscal policies.

Bloomberg: Minerd Sees EFSF Helping Resolve Europe Crisis

Wed, 27 Jul 2011 05:00:00 GMT

CIO Scott Minerd talks about Europe's sovereign debt crisis and the European Financial Stability Facility.

CNBC: Greece & Mega Mergers

Fri, 22 Jul 2011 05:00:00 GMT

CIO Scott Minerd discusses the latest bailout efforts for Greece on CNBC's "The Strategy Session"

Bloomberg: Outlook for New Fed Quantitative Easing

Wed, 13 Jul 2011 05:00:00 GMT

CIO Scott Minerd discusses the outlook for Federal Reserve monetary policy, the U.S. economy, Europe's sovereign debt crisis and his investment strategy on Bloomberg Television's "Street Smart."

CNBC: Euro Zone: Fears & Facts

Wed, 13 Jul 2011 05:00:00 GMT

CIO Scott Minerd weighs in on the european debt crisis on CNBC's "Squawk Box"

Financial Times: No recession risk despite US job data

Tue, 12 Jul 2011 05:00:00 GMT

CIO Scott Minerd tells the FT's Michael Mackenzie that he was not shocked by June's US employment numbers and that leading economic indicators do not predict a double-dip.

Bloomberg: Guggenheim's Minerd Interview on Global Markets

Thu, 16 Jun 2011 05:00:00 GMT

CIO Scott Minerd discusses Greece's debt problems and the outlook for global financial markets and the U.S. economy with Susan Li on Bloomberg.

CNBC: Dow Really Headed to 20K?

Fri, 03 Jun 2011 05:00:00 GMT

CIO Scott Minerd appears on CNBC's "The Kudlow Report" to discuss whether the Dow could really march to 20,000.

The Case for More Monetary Elixir

Thu, 19 May 2011 05:00:00 GMT

The surprise in 2011 may be lower rates as Treasuries and fixed income securities rally in the midst of growing uncertainty. Further down the road, if price pressures moderate, employment remains slow to recover, and fiscal headwinds mount, then Fed Chairman Ben Bernanke may fire up the printing presses once again.

Bloomberg: Guggenheim's Minerd on Fed, Markets and Europe

Wed, 18 May 2011 05:00:00 GMT

CIO Scott Minerd talks about the outlook for Federal Reserve policy, its impact on the U.S. bond and equity markets, and the outlook for stocks on Bloomberg Television's "Street Smart."

Bloomberg: Scott Minerd on Economy, Rates, Stocks

Fri, 13 May 2011 05:00:00 GMT

CIO Scott Minerd's speaks with Pimm Fox about the U.S. stock market, Federal Reserve monetary policy and inflation.

Bloomberg: Guggenheim's Schwartz Interview on M&A Outlook

Fri, 13 May 2011 05:00:00 GMT

Chairman Alan Schwartz talks about the outlook for merger and acquisition activity on Bloomberg Television's "Bottom Line."

Bloomberg: Guggenheim's Scott Minerd Interviewed Live From Milken

Wed, 04 May 2011 05:00:00 GMT

Minerd talks with special correspondent Willow Bay at the Milken Institute Global Conference in Los Angeles on Bloomberg Television's "Bottom Line."

Bloomberg: Scott Minerd Discusses Investing in U.S. Over Europe

Thu, 21 Apr 2011 05:00:00 GMT

CIO Scott Minerd says the world is losing confidence in paper currencies on Bloomberg Television's "Street Smart."

Enjoy the Good Times While They Last

Thu, 31 Mar 2011 05:00:00 GMT

I believe long-term growth in the United States will be even stronger than the market is currently discounting. The vast amounts of monetary and fiscal stimulus that have been unleashed have created a rising tide of liquidity that’s lifting asset prices for just about everything except real estate.

FIRST QUARTER 2011

Thu, 31 Mar 2011 05:00:00 GMT

Equity Macro-Themes

The U.S. equity markets should prove to be one of the more attractive places to invest during this expansionary post-recession period.

The Economic Domino Effect

Mon, 28 Feb 2011 06:00:00 GMT

Restrictive monetary policy will lead to economic slowdown in the emerging markets in 2011. Since it's seldom a good bet to fight against central banks, emerging market equities are not the place to be for the next few years.

FOX: Emerging Markets are Behind the Curve

Fri, 25 Feb 2011 06:00:00 GMT

CIO Scott Minerd on emerging markets, political uncertainty in Europe and crisis in the Middle East

Europe's Gordian Knot

Sat, 15 Jan 2011 06:00:00 GMT

It's only a matter of time before Germany and France find the political will to lead Europe into a new era of fiscal unification. Ultimately, the motivation is the same reason Alexander the Great cut the Gordian Knot - the promise of ruling over a unified continent.

FOURTH QUARTER 2010

Fri, 31 Dec 2010 06:00:00 GMT

Opportunities in Municipal Finance

While challenges remain for many state and local municipalities, the blanket misperception of credit deterioration across the asset class has led to wider spreads for even the most credit-worthy municipal debt issuers.

Bloomberg: Euro Debt Crisis Getting Worse?

Tue, 28 Dec 2010 06:00:00 GMT

CIO Scott Minerd discusses his investment strategy for Europe's sovereign debt crisis with Carol Massar on Bloomberg Television's "In the Loop."

CNBC: The Grinch Overseas

Mon, 13 Dec 2010 06:00:00 GMT

Despite reasons for holiday cheer, there are warnings of a grinch lurking overseas, with CIO Scott Minerd.

CNBC: Minerd's Market Vision

Tue, 09 Nov 2010 06:00:00 GMT

Insight on the markets, with Scott Minerd, Guggenheim Partners.

Fox Business News: Impose Payroll Tax Holiday

Thu, 23 Sep 2010 05:00:00 GMT

CIO Scott Minerd argues a payroll tax holiday will stimulate the economy

CNBC: Digesting Market Action

Wed, 22 Sep 2010 05:00:00 GMT

Insight on the market action, with CIO Scott Minerd.

CNBC: Economy Spooks Market

Fri, 13 Aug 2010 05:00:00 GMT

Economic uncertainty spooked the markets this week. CIO Scott Minerd, along with Stuart Hoffman, of PNC Financial Services; and David Rosenberg, of Gluskin Sheff, discuss.

The Return of “Beggar-Thy-Neighbor”

Tue, 01 Jun 2010 05:00:00 GMT

“Beggar-thy-neighbor” describes an economic policy that involves one nation devaluing its currency in the hope of increasing exports at the expense of other nations. Today, G-20 leaders are searching for an answer to their economic ills and they appear to be finding it, at least in part, through potentially perilous thoughts of competitive currency devaluation.