Gundlach Unlocked: The Fed’s Next Move - YouTube

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DoubleLine CEO-CIO Jeffrey Gundlach’s latest Gundlach Unlocked webcast reviews the macroeconomic landscape heading into next week’s Federal Open Market Committee meeting. Mr. Gundlach remains skeptical that the Federal Reserve will hike rates despite the market pricing a real probability of one, and he warns that a hold could push long-term rates meaningfully higher given persistent inflation pressure. Mr. Gundlach also flags a growing divergence in credit markets, with spreads on AI-related corporate bonds widening sharply even as the broader market holds near its tights for the year. On…

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