新债王Jeff Gundlach, CEO of DoubleLine Funds, 刚公布了题为“滴答滴答”(time bomb声音)的报告,他对即将来到的美联储加息感觉不妙。
He doesn't have a good feeling about the Fed raising rates.
In his new presentation title, "Tick, Tick, Tick..." Gundlach said that while he expects interest rates to rise in December, the economy isn't as prepared for this regime change as the Fed seems to think.
In this webcast, Gundlach again highlighted the recent decline in profit margins as a chart that, for investors that want to get really worried, you could lose sleep over.
On oil, Gundlach said he doesn't want to buy something that seems to go down everyday, and added that commodities, overall, have simply been a disaster over the last year-plus.
Check out Gundlach's full presentation below.
贴图的手总是有点累,觉得此文有帮助的同学请施舍点小分,谢谢!
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我必须说明,这个文章节选自图片上的微信公众号:每日美国和中国市场晨报
新债王的业绩已经超过老债王了,他说的话有一定分量,还在指望美联储加息的可怜的市场,会不会又被愚弄一次?
但话说回来,美国只要年底加一点就够了,反正预期已经兑现,然后2016再QE,省的被人打脸。
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继续上图
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这半夜不睡觉 分析国内外大事 操心啊
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他在自我安慰(可以缩写)。
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好像很有道理的样子
然并卵
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还不是为了拿点积分,我容易么
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