Jeffrey Gundlach & David Rosenberg on the Macro Outlook, Bonds and Inflation | Webcast with Dave скачать в хорошем качестве

Jeffrey Gundlach & David Rosenberg on the Macro Outlook, Bonds and Inflation | Webcast with Dave

DoubleLine CEO-CIO Jeffrey Gundlach sits down with Rosenberg Research economist and founder David Rosenberg for a wide-ranging discussion on the state of the global economy and the fixed income landscape. Gundlach unpacks the Federal Reserve’s policy path, the steepening yield curve and the growing disconnect between economic data and consumer sentiment. From the implications of a potential Trump-led Fed to the rising risk of inflation, fiscal strain and dollar weakness, this conversation provides a candid, data-driven look at the forces shaping markets in 2025 and beyond. Shifting from macro to strategy, Gundlach outlines where he sees the best opportunities in fixed income and beyond — favoring the front and mid parts of the Treasury curve, short-dated ABS and agency MBS, and local-currency emerging market debt. He also highlights the growing fragility in private credit, the structural shifts in global capital flows, and why gold and non-U.S. assets may be essential hedges in a changing regime.