Bond guru Jeff Gundlach is out with a new presentation full of data.
The presentation is called "The Big Easy" in reference to New Orleans post-Katrina which was full of liquidity.
Gundlach feels there is no doubt that the Federal Reserve will continue with quantitative easing.
Gundlach doesn't think there is a bond bubble and that it is the "phrase du jour." He believes that the biggest problem with Japan is its birth rate and that the debt to GDP ratio in Japan makes massive money printing a lock.
Gundlach advises avoidance of exposure to student loans where delinquencies are spiking.
Here is the presentation which is jammed full of detail:
Gundlach the Big Easy Slides_FINAL by zerohedge
The presentation is called "The Big Easy" in reference to New Orleans post-Katrina which was full of liquidity.
Gundlach feels there is no doubt that the Federal Reserve will continue with quantitative easing.
Gundlach doesn't think there is a bond bubble and that it is the "phrase du jour." He believes that the biggest problem with Japan is its birth rate and that the debt to GDP ratio in Japan makes massive money printing a lock.
Gundlach advises avoidance of exposure to student loans where delinquencies are spiking.
Here is the presentation which is jammed full of detail:
Gundlach the Big Easy Slides_FINAL by zerohedge
