04:48:41
"New Bond King" Gundlach: When the recession comes, the dollar will weaken.
04:47:59
"New Bond King" Gundlach: The Indian market is my first choice in 2024.
04:47:11
"New Debt King" Gundlach: The 2028 US election will only be about the deficit issue.
04:44:46
Australian Prime Minister Albanese: Changes in tax cuts are not expected to delay interest rate cuts.
04:44:42
"New Bond King" Gundlach: Still underweight emerging markets.
04:44:40
The Dominican Republic kept its key interest rate unchanged at 7.00%.
04:43:23
"New Bond King" Gundlach: Maintaining high interest rates for a long time will cause harm to the banking system.
04:36:14
U.S. stocks continued to fall, with the Nasdaq expanding its decline to 2%. Previously, Powell directly suppressed expectations of a rate cut in March.
04:35:40
"New Bond King" Gundlach: Very fond of cash and defensive bonds.
04:35:36
"New Bond King" Gundlach: Many aspects of the credit market are overvalued.
04:32:13
"New Bond King" Gundlach: Bonds are still very attractive.
04:31:01
"New Bond King" Gundlach: Still predicts that the U.S. economy will recession in 2024.
04:29:34
"New Bond King" Gundlach: I doubt the Fed is as political as people think.
04:29:06
"New Bond King" Gundlach: An interest rate cut will come, but it is currently delayed.
04:29:02
"New Bond King" Gundlach: One reason for optimism is that PPI is still negative year-on-year.
04:27:59
"New Bond King" Gundlach: Entering this year, risks to U.S. economic growth may increase.
04:26:55
"New Bond King" Gundlach: At present, we believe that inflation will stagnate.
04:26:51
"New Bond King" Gundlach: Questioning whether the unemployment rate is really as low as we think.
04:25:06
"New Bond King" Gundlach: The market cannot expect the Federal Reserve to cut interest rates in the next 2-3 months.
04:21:52
[Macquarie: There are hawkish words hidden in the Fed’s statement] Thierry Albert Wizman, global foreign exchange and interest rate strategist at Macquarie, said traders believe that as the Fed shifts to a neutral bias, it will use dovish language to match this move. A pivot was made, but the Fed did not do so. The Fed added some hawkish language to its statement. The Fed said they would not lower policy rates until inflation is sustainably close to 2%, which is new language. This is negative language, and it is also the language of hawks.
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