There has been a certain urgency to Jeff Gundlach’s recent webcasts, and today he will hold his latest public address to DoubleLine investors (and everyone else) just three weeks after his most recent webcast, which in turn was just 2 weeks after the prior one.
The title of today’s webcast is the cryptic “push me, pull you” which we assume has to do with the interplay of stocks and bonds, and/or the economy vs inflation, as well as upcoming quantitative tightening inversion by central banks.
Readers can registed by clicking on the image below or going to the following link.
Looking at recent economic data, Gundlach predicts that nominal GDP may hit as high as 5.6% for LTM June 30, suggesting that 10Y yields are accurately priced (when taking into account 10y Bunds).
We will post the full slidedeck once it is available, as well as selected slides from today’s presentation..
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