Bond King 2.0 and Doubleline CEO Jeffrey Gundlach is on CNBC:
- I don’t see much of a reason to raise rates from Yellen
- I don’t see much of a reason to own Spanish bonds
- The bottom is probably in for the year in European and US bond yields
- The US dollar is killing it
- I think the Scottish vote is going to be “No” but it could inspire Europe
- The bond market might be saying that even if the Fed hikes rates to 2-3%, the economy might not be able to take it
Interesting comments all around.