Jeff Gundlach

Dear Market, I Think Janet Yellen Broke Up With You Last Week

"Now what has happened in the real world to accelerate the Fed’s tightening agenda, and more to the point, a specific form of tightening that impacts markets more directly than any sort of interest rate hike? What has happened is that the Fed’s reaction function has flipped 180 degrees since the Trump election."

If BlackRock And Pimco Are Right, "Another Fed Shock Looms"

"Once bitten, twice eager sounds like a contradiction but it can often seem like standard operating procedure in global markets - just look at the money piling into bets that the Federal Reserve is going nowhere soon with monetary tightening. It’s as if the February shock - when a deluge of Fedspeak made traders realize their bets against a March hike were wrong - never happened." 

Mark Hanson: Housing Bubble 2.0 - The End Is Nigh?

"If, the past 8-years of a Fed in Armageddon-mode created the 'everything bubble', what will shifting monetary policy into reverse do to said asset price levels? ..Remember, a 'house-price recovery' and 'housing market recovery' are two vastly different things."

Gundlach: "You Should Be Raising Cash Literally Today"

"Volatility is a trade that's made a lot of money and its very very crowded, which suggests to me the days of low volatility are numbered. If you're a trader or a speculator I think you should be raising cash today literally today. If you're an investor you can easily sit through a seasonally weak period."

Gundlach: "The VIX Is Insanely Low"

"I think the VIX is insanely low. Anytime the VIX is below 10, if you could actually buy it, you should. But people can't buy the VIX. A regular Joe can't go long the VIX."

Live: Jeff Gundlach Monthly Webcast

It's been about one month since his latest public address and so today, at 4:15pm ET new "Bond King" Jeffrey Gundlach, CEO and CIO of DoubleLine Capital will host his latest free to the public webcast on the DoubleLine Opportunistic Credit Fund and the Income Solutions Fund.

US Stock Funds Suffer Biggest Outflow Since 2015 As Bond Inflows Soar

According to Bank of America in the latest week through April 5, there were $7.4BN in outflows from equities, the largest in 40 weeks. At the same time, bonds recorded $12.4 BN of inflows, the highest in 8 weeks, with Treasuries posting largest inflows in 10 weeks as the "great reflationary rotation" crumbled once again. The focus was entirely on the U.S., where stocks saw the largest outflow since 2015, or in the past 82 weeks, as $14.5 billion was redeemed.

Live: Jeff Gundlach Asset Allocation Webcast

It's that time of the month again where the "New Bond King" Jeff Gundlach, CEO of DoubleLine, sits down for his periodic open address to investors and the broader public, to discuss his latest views on the market and everything else.