The US Federal Reserve isn’t expecting a recession. But the, it never does, says David Rosenberg of Gluskin Sheff. Even when one is just around the corner.
Distressed debt investor and author Howard Marks thinks US stocks have further to run.
You need only look at the global bond market to see that we are in unprecedented territory, says David Rosenberg of Gluskin Sheff.
MMT is doing a better job of providing insights into the functioning of the modern economy than conventional neoclassical economics, says James Moniter of GMO.
Hedge fund boss Kyle Bass thinks that the US is heading for recession, with even the gloomiest projections wrong.
The US central bank is being far too relaxed about the potential consequences of taking out an “insurance” interest-rate cut reckons Sonal Desai of Franklin Templeton.
Mark Mobius, perhaps the best-known emerging markets investor in the world, reckons that gold should form at least 10% of any investor’s portfolio. And now is a good time to buy.
Nouriel Roubini, described by Bloomberg as a “renowned doomsayer”, is concerned that we are heading for a global recession next year.
Author and strategist A Gary Shilling says the US economy is declining. But a recession won’t last, and things are looking good in the longer term.
Federal Reserve chairman Jerome Powell looks as though he is now getting ready to cut interest rates, says David Rosenberg, chief economist at Gluskin Sheff.
Warren Buffett, America’s best-known investor, has plenty of cash. But the 88-year-old is struggling to spend it.