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2021-06-01

The FT examines whether inflation is back for good and Bill Gross

Turning points in price trends tend to occur just at the moment when the authorities and expert opinion dismiss the risks. 

FT 1 June 2021

https://www.ft.com/content/fe726054-5cc7-4285-9712-e92a21ed6079


Cash has been trash for years but soon it may be the only haven for investors

Ten-year Treasuries morphed into the “risk” asset category several years ago. Stocks with valuations supported by low yields have entered the same category now, no matter the growth potential for 2021 and 2022.

Bill Gross FT 1 June 2021

https://www.ft.com/content/f61e5657-c801-4f4d-9f8f-1611b299894d


Bill Gross

But, as John Maynard Keynes observed, the problem with markets is that they can remain “irrational” longer than investors can stay solvent 

https://englundmacro.blogspot.com/search?q=Bill+Gross&max-results=20&by-date=true




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