Barron’s: What’s the good word, if any, on the economy and the markets? Jeffrey Gundlach: We are more cautious about 2019 than about this year. We always start by asking whether a recession is coming. We have found about a dozen indicators to be helpful on a forward-looking basis. At the beginning of this year, not a single one was…
Another week, another record high for the S&P 500 (SPX). This makes 20 record highs already in 2021. While...
Another difficult week for the large-cap indices like the S&P 500 (SPX) and Nasdaq Composite (COMPQ), which both fell...
Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began...
To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do...
The chart below identifies the S&P 500 (SPX) movement through the trading week that was. And it was quite...
Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed)...
Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the...
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