10 Macroeconomic Themes for 2023
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View Membership BenefitsGuggenheim Investments’ Macroeconomic and Investment Research Group identifies 10 macroeconomic trends likely to shape monetary policy and investment performance this year.
- Inflation Will Fall More than the Fed Expects
- The Unemployment Rate Will Rise from Historically Low Levels
- A Recession Will Start Around the Middle of 2023
- Strong Credit Fundamentals Will Limit Spread Widening
- Attractive Yields Will Drive Fixed-Income Returns
- High-Quality Fixed Income Will Outperform Equities
- Bonds Will Again Provide Diversification as Fed Wins the Inflation Battle
- Structural Housing Supply Shortage Will Limit Downside to Home Prices
- China Reopening Will Boost Energy Demand
- Divided Government and Narrow Majorities Will Spur Debt Limit Drama
Access Guggenheim Investments’ 10 Macro Themes for 2023 (PDF)
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