Jeffrey Gundlach’s slides from the DoubleLine asset allocation webcast.
Probability of Rate Hike
Sweden/Riksbank Flip Flop
At this year's Sohn Investment Conference, Dan Sundheim, the founder and CIO of D1 Capital Partners, spoke with John Collison, the co-founder of Stripe. Q1 2021 hedge fund letters, conferences and more D1 manages $20 billion. Of this, $10 billion is invested in fast-growing private businesses such as Stripe. Stripe is currently valued at around Read More
Central Bank Policy Rates
The Difference Between Hiking and QE Infinity 50 bps of GDP?
Evolution of World GDP Forecasts by Year
U.S. Industrial Production (YoY)
US Core CPI and Core PCE (YoY)
PriceStats U.S. CPI (YoY%)
US, UK and EU Headline Inflations (Eurozone Method)
See full slides below.