Many relevant observations in this segment on growing financial strain. A decade of low rates and excess liquidity has led to a brutal investment set presently on offer. This will change in the next clearing event, when present holders are liquidating in panic and sober capital is picking up bargains. Meanwhile, it pays to wait.
Surprises are coming with regularity in fixed income: Former Dallas Fed advisor Danielle DiMartino Booth, CEO of Quill Intelligence and discusses why investors are watching industrial companies’ guidance statements amid earnings season due to the weak U.S. manufacturing numbers in September.Here is a direct video link.
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