Episode 62: 10 Macro Themes for 2025 (and a Quick Fed Update)

Guggenheim Macro Markets

Patricia Zobel, Head of our Macroeconomic Research and Market Strategy Group, joins Macro Markets to discuss the top 10 Macro Themes we believe will shape monetary policy and investment performance this year. She also discusses December economic data releases, the incoming Trump administration, and the future path of Fed policy.

10 Macro Themes for 2025

10 trends that will shape credit markets in 2025.

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1Q25 Fixed-Income Sector Views

Planning begins now for Life and Annuity companies.

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The Power of Private Credit in Fixed-Income Portfolios

Dina DiLorenzo, President of Guggenheim Investments, joins CNBC to discuss opportunities across private credit and innovative new products to meet clients’ evolving needs.

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