For our first-ever in-studio Webcast with Dave, David Rosenberg hosts the “Bond King”, Jeffrey Gundlach, to discuss where the long-awaited recession is, his views on inflation over the next 1-3 years, and his current thinking on the treasury market. The call, recorded on May 23, 2024, has been made available to the general public. Here is a direct video link.
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In both directions. h/t @LanceRoberts
Lance Roberts @LanceRobertsThis is really pretty incredible.
US household holdings of equities and mutual funds reached a record 278% of disposable personal income in the second quarter of 2026, up from just 29% in 1982, amplifying the stock market’s influence on consumer spending and economic activity._________________________
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