Just Markets January 2019
Comment of the Day

January 11 2019

Commentary by Eoin Treacy

Just Markets January 2019

Thanks to a subscriber for this presentation by Jeff Gundlach for DoubleLine which may be of interest. The latter half of the presentation, focusing on the high yield market and various debt markets is particularly interesting.

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area.

The Congressional Budget Office expects the US deficit to explode on the upside over the coming years. The US Treasury has hundreds of billions in bonds to sell and the Federal Reserve is inconveniently now a net seller. The rational investor is rightfully questioning where demand is going to come from.

Click HERE to subscribe to Fuller Treacy Money Back to top