"Bond King" Gundlach harshly criticizes the Federal Reserve for its "short-sightedness," stating that Gold is a safe haven.
The 'Bond King', Jeffrey Gundlach, CEO of Doubleline Capital, criticized the most influential central banks in the Global. He believes that the Federal Reserve has once again overlooked the bigger picture, criticizing it for relying too heavily on short-term data over the past five years and lacking strategic vision.
Is there a good opportunity to buy on the dip? Wall Street shows a bullish outlook on U.S. bonds, these ETF investment opportunities are worth paying attention to.
Interestingly, there are signs indicating that some big short sellers in the bond market, who have made a significant profit during this round of U.S. Treasury bond sell-off, are now planning to appropriately withdraw and secure their gains.
The 10-year U.S. Treasury yield is challenging 5%, and QDII dollar bond funds exceeding 20 billion yuan are booming.
① In the past two weeks, the yield curve of USA bonds has continued to show a bear steepening trend, with the 10Y-2Y USA Treasury bond spread widening by at least 10 basis points. ② QDII dollar bond Funds can invest in various foreign currency bonds including dollar bonds, and the investment proportion in USA bond Assets is usually no less than 80% of the non-Cash / Money Market Fund Assets, mainly focusing on active investment.
The market is facing an "high-pressure" era; will the CPI be an accelerator or a buffer?
The Global Assets "pricing anchor" is approaching the 5% red line, which may trigger a chain reaction! Will tonight's CPI data be an accelerator or a buffer?
2025 Black Swan: Will the USA government debt bubble burst?
Investor mogul Nick Giambruno stated that in 2024, interest expenses on federal debt will for the first time exceed the defense budget, and are expected to surpass social security expenses in the future, becoming the largest item in the federal budget. Unless benefits and defense can be drastically cut while reducing national debt to lower interest expenses, there is no other option - but it is clear that this is an unrealistic fantasy.
Worried about the impact of U.S. debts? Bank of America Merrill Lynch: This is the "Gold pit" for bottom-fishing in AI U.S. stocks.
Merrill Lynch believes that in the long run, the stock market correction under the impact of US Treasury bonds can help investors eliminate the risk of an AI bubble in advance, and now may be a "significant Buy opportunity."