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By Ben Warwick, Quantitative Equity Strategies |
February 21, 2012
Noted manager worries about personal income and jobs when stimulus ends; points out disagreement among Fed governors on rate hikes.
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By Ben Warwick, Quantitative Equity Strategies |
January 6, 2012
Jeffrey Gundlach firm’s “Just Markets” call explores outlook for Europe, U.S. stock and debt markets: caution on China, bullish on EM equities
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By Ben Warwick, Quantitative Equity Strategies |
October 27, 2011
A look at the current market for corporate M&A from The Deal: there's $1 trillion in 'dry powder' available.
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By Ben Warwick, Quantitative Equity Strategies |
September 14, 2011
Jeffrey Gundlach's firm's take on emerging markets: growth projections down, but still higher than developed markets. Markets increasingly concerned on Greek liquidity.
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By Ben Warwick, Quantitative Equity Strategies |
July 29, 2011
Private equity deals in 2011 have improved over 2010, but are nowhere near their 2007 heyday.
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By Ben Warwick, Quantitative Equity Strategies |
July 18, 2011
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.
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By Ben Warwick, Quantitative Equity Strategies |
May 6, 2011
Investors are increasingly looking to emerging markets, because emerging markets are growing much faster than developed economies (“multi-speed growth”).
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By Ben Warwick, Quantitative Equity Strategies |
February 25, 2011
Other projections: 4% global GDP growth still likely; 5%-8% returns from emerging markets; Saudis replacing lost Libya oil production
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By Ben Warwick, Quantitative Equity Strategies |
February 11, 2011
Is the bumpy ride over in muni bonds? The current and future state of the market
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By Ben Warwick, Quantitative Equity Strategies |
February 10, 2011
Is the time come for trading in munis? Ben Warwick parses PIMCO's analysis and forecast on the municipal bond market