SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Rarebird who wrote (1041625)12/7/2017 8:40:17 AM
From: RetiredNow  Read Replies (1) of 1583121
 
Gundlach's out with some analysis again. He gives a balanced perspective. He gives lots of reasons for why this bull market might continue, but signals caution on bonds due to the high probability that we get a grinding bond route from all the deficit spending from tax cuts requiring new bond issuance and from the Fed's QT. He thinks the 10-Yr could be at 5-6% by 2020. That's a bold call, but doable if the Fed keeps up a steady rate hike regime of 1% per year. He also cautions on stocks mentioning the high correlation between QE and the rise in stock prices. I continue to believe this round of QT will sink both stocks and bonds. So the safest places will be cash and low duration bonds. Gundlach recommends opening new positions in broad based commodities. I don't own commodities at this point, but maybe I should.

Gundlach: The Goldilocks Era is Over
advisorperspectives.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News