On Call, Gundlach Voices Concerns on Consumer, Government Debt
Noted manager worries about personal income and jobs when stimulus ends; points out disagreement among Fed governors on rate hikes.
Doubleline Capital Looks Back at 2011, Ahead to 2012 for Markets
Jeffrey Gundlach firm’s “Just Markets” call explores outlook for Europe, U.S. stock and debt markets: caution on China, bullish on EM equities
Interest in Corporate M&A High, but Financing Still an Obstacle
A look at the current market for corporate M&A from The Deal: there's $1 trillion in 'dry powder' available.
DoubleLine: Greece Remains 'Biggest Problem' in Emerging Markets
Jeffrey Gundlach's firm's take on emerging markets: growth projections down, but still higher than developed markets. Markets increasingly concerned on Greek liquidity.
Robust PE Market Has Room for More Recovery
Private equity deals in 2011 have improved over 2010, but are nowhere near their 2007 heyday.
Doubleline's Gundlach Weighs In on Debt Ceiling Debacle
Gundlach, hosting a conference call last week titled “Now What?”, made predictions on a variety of economic issues from the debt ceiling debate swirling around Washington.
Emerging Markets Overtake Developed Markets: PIMCO
Investors are increasingly looking to emerging markets, because emerging markets are growing much faster than developed economies (“multi-speed growth”).
JP Morgan on Middle East: Long-Term Oil Volatility Likely; Yemen Next to Fall
Other projections: 4% global GDP growth still likely; 5%-8% returns from emerging markets; Saudis replacing lost Libya oil production
PIMCO’s Narens on the Muni Bond Trade, Part I: —Is it Time?
Is the bumpy ride over in muni bonds? The current and future state of the market
PIMCO’s Narens on Municipal Bonds, Part I: Is It Time to Trade?
Is the time come for trading in munis? Ben Warwick parses PIMCO's analysis and forecast on the municipal bond market