We Are All Government-Sponsored Enterprises Now—Guggenheim Investments
The support to corporate America during this economic shutdown risks the creation of a new moral obligation for the U.S. government.
The Emerging Emerging-Markets Crisis—Guggenheim Investments
Global capital markets are not pricing in the growing likelihood of rising EM corporate defaults.
Note to Clients: Meeting An Historic Challenge—Guggenheim Investments
Tonight, we stand at the precipice of an historic challenge. Nothing in our collective experience compares to the circumstances that we now face.