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Global Recession “Appears Inevitable” – Guggenheim’s Minerd Fears Cascading ‘Butterfly Effect’

March 9, 2020

Global Recession “Appears Inevitable” – Guggenheim’s Minerd Fears Cascading ‘Butterfly Effect’ In January, Guggenheim CIO Scott Minerd warned that ultimately, markets will need to reprice for this rising risk with increased bond spreads relative to Treasury securities. However, that day of reckoning when spreads rise is being held off by the flood of central bank liquidity and international […]

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“We’ve Reached The Tipping Point” – Guggenheim’s Minerd Warns Virus Will Deflate The Everything Bubble

February 29, 2020

“We’ve Reached The Tipping Point” – Guggenheim’s Minerd Warns Virus Will Deflate The Everything Bubble Last week, Guggenheim’s Global CIO Scott Minerd exclaimed that “the cognitive dissonance in the market is stunning,” as he reflected on the ever-rising stock prices (and collapsing credit spreads) he was seeing in the face of growing global fears of the virus’ […]

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Silver Prices Likely To Go “Exponential” – Guggenheim Co-Founder

January 29, 2020

Silver Prices Likely To Go “Exponential” – Guggenheim Co-Founder  ◆ Silver prices are likely to go “exponential again” according to Guggenheim Partners co-founder Scott Minerd, in an interview with Bloomberg at Davos (see silver chart and interview below) ◆ Silver is “the number one conviction trade in 2020” Minerd, who is also the Guggenheim Global […]

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Guggenheim’s Minerd Warns Of A Nearing ‘Minsky Moment’ That Could “Reset” Asset Prices

December 25, 2019

Guggenheim’s Minerd Warns Of A Nearing ‘Minsky Moment’ That Could “Reset” Asset Prices Guggenheim Partners’ Scott Minerd warned in a new market outlook titled “From the Desk of the Global CIO: Risk and Reward of Successful ‘Mid-Cycle’ Rate Cuts” that recent 75bps rate cuts by the Jerome Powell–run Federal Reserve had created a similar environment today to 1998 when central […]

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The Fed Should Hike Interest Rates, Not Cut Them

July 29, 2019

The Fed Should Hike Interest Rates, Not Cut Them In the runup to the Federal Reserve’s Open Market Committee meetings on July 30 and July 31, policy makers are debating the value of what would normally be considered unorthodox policy actions. The consequences of the Fed’s actions in the next week—the U.S. central bank is […]

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Olduvai IV: Courage
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