Panel at SIC 2019
The second day of SIC 2019 featured a range of opinions on the markets from extremely bearish (David Rosenberg) to modestly bullish (Doubleline’s Jeffrey Sherman). Specific trade recommendation included long treasuries (Rosenberg) and long-dated US bonds (Lacy Hunt). Louis Gave and Jeffrey Sherman were both bearish the dollar, with the former concerned about inflation and the latter the twin deficits. A full recap of the day’s notes are here below:
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Paperback: 128 pages
Author: Shelley Allen, M.A.Ed.
Publisher: Fibonacci Inc.; 1st edition (2019)