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Bond King Bill Gross' Next Act

TedTed
edited October 2014 in Fund Discussions
FYI: In an exclusive interview, Pimco’s former boss explains his new role at Janus, and why he thinks interest rates will stay low.
Regards,
Ted
http://online.barrons.com/news/articles/SB51517841841143733463604580184300213564076#printMode

Comments

  • "Switching to the markets, stocks are getting crushed. The Dow Jones industrials have fallen 1.6% from last month’s record high. Is this the beginning of a much steeper selloff?"

    If falling 1.6% is "crushed", best hope we don't get an actual "Armageddon" of 10%.
  • Interesting interview. Gross doesn't want to talk about Total Bond. He skimmed right over that question whether it might have shown a weakness or anything Pimco related.

    Yep, if 1.6% is crushed, I also wonder what 10 or 20% is? The choice of adjectives is becoming of a media hound.
  • Yes, interesting interview.

    The Fed just said it expects the Fed Funds rate to be 3.75% by the end of 2017. Gross has a strong opinion about what would result:

    "The Fed has said that the appropriate interest rate long-term to keep the economy in balance is 3.75% to 4%. I say it’s 2%. If the Fed follows through by raising the federal funds rate to 4% in the next few years, there will be bear markets for all assets."

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