/perspectives/media/implications-of-the-everything-bubble

Implications of the Everything Bubble

Scott Minerd, Chairman of Investments and Global CIO, joined Bloomberg TV on FOMC Day to discuss the market effects of the Fed’s T-bill buying.

January 29, 2020

 

Key Takeaways:

  • The Federal Reserve (Fed) is doing everything it can to prolong the expansion, which is working for now.
  • While the liquidity taps remain on, risk assets are likely to continue to rally.
  • However, monetary policy is enabling a levered corporate sector that is vulnerable to economic slowdown.
  • The effect of exogenous risks such as the spread of the coronavirus also pose a challenge for the Fed.
  • While some believe the Fed has eradicated the market’s boom-bust cycle, recession is inevitable.


Read Global CIO Outlook: Global Central Banks Fueling a Ponzi Market


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VIDEO

Third Quarter Outlook 

Third Quarter 2020 Outlook

Brian Smedley, Head of Macroeconomic and Investment Research, and Portfolio Manager Steve Brown share their outlook for the third quarter 2020.

2020 Macro Themes 

Macro Themes for 2020

Brian Smedley, Head of Macroeconomic and Investment Research, discusses major trends likely to shape markets this year.







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