No Fed Tapering Until New Chairman Starts In 2014

“It's hard to believe the data will have such a monumental change in the next couple of weeks.” - in Investment News 

Related indexes & ETFs: SPDR S&P 500 ETF Trust (SPY), Nasdaq 100 Index, Dow Jones Industrials

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

There Is A Very High Level Of Belief That The Equity Market Can Only Go Higher

From yesterday`s conference call: Gundlach compares peak in bonds last year, and equity surge this year with 1928-29: "There is a very high level of belief that the equity market can only go higher." (CBS Market Watch) 

Related ETFs: SPDR S&P 500 ETF (SPY), Nasdaq 100 Index, S&P 500 Index

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

A Government Shutdown Will Rally The Bond Markets

"I think a government shutdown would rally the bond markets." - in CBS Market Watch

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Don`t Expect Taper Until Next Fed Chairman Is In Place

"Can't imagine Ben Bernanke setting the course to end quantitative easing" basically in his last meeting." - in CBS Market Watch 

Related ETFs: SPDR S&P 500 ETF (SPY)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Federal Reserve: To A Certain Extend They Are Increasing Their Stimulus

"To a certain extent, they are increasing their stimulus by not reducing bond purchases, which I think is one of the reasons why bond market sentiment, and the dollar sentiment, and gold sentiment changed so much today." - in Reuters

Related ETFs: SPDR S&P 500 ETF (SPY), SPDR Gold Trust (ETF) (GLD)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

The Budget Cannot Handle Higher Interest Rates

"The Fed botched its message in June and is trying to undo that mistake. The data does not suggest that the economy can make it on its own and once stimulus is sent on a lower trajectory it cannot be reversed quickly. Certainly the budget cannot handle higher interest rates." - in Chicago Tribune 

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

The Data Does Not Suggest That The Economy Can make It On Its Own

"The Fed botched its message in June and is trying to undo that mistake. The data does not suggest that the economy can make it on its own." - in Reuters 

Related ETFs: SPDR S&P 500 ETF (SPY)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

The Psychology In Bond Markets May Have Changed

"There are encouraging signs developing that it’s safer to get back in the waters of fixed income." - in Bloomberg

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Gold: It Does Seems Sort Of Cheap

It was king of over-believed. Now, I kind of like gold. It’s definitely very non-correlated to other assets you may have in your portfolio, and it does seem sort of cheap.” - in Barron`s 

Related ETFs: SPDR Gold Trust (ETF) (GLD), Market Vectors Gold Miners ETF (NYSE: GDX)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

The Mortgage REITs Look Cheap Now

"The mortgage REITs look cheap now, just like closed-end bond funds look cheap… Prices are trading at about a 10% discount to book value. I think they represent value but I don’t think they’re going to go higher anytime soon…. I think I would focus on the agency REITs, I think they will outperform over a cycle." - in Wealth Daily

Related stocks: Annaly Capital Management (NLY)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

India: I Would Not Own The Indian Stock Market

“I would not own the Indian stock market.” - in a webcast last Tuesday, describing the market as “really scary” despite the recent gains

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Housing Is Not The Economic Tailwind It Used To Be

"Housing is not the economic tailwind it used to be." - in San Francisco Chronicle

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Quantitative Easing & The Stock Market

Related ETFs: SPDR S&P 500 ETF (SPY)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Quantitative Easing (QE) & The Bond Market

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Historical Bond Market SellOffs

Related ETFs: iShares Barclays 7-10 Year Treasury Bond Fund (IEF)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Gold Prices vs. Home Prices

"When home prices were falling, that's exactly when gold went on its monster rally higher." - in Business Insider 

Related ETFs: SPDR Gold Trust ETF (GLD)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Negative Correlation: New Home Sales Average price vs. Price Of Gold Bullion

Related ETFs: SPDR Gold Trust ETF (GLD)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Ending QE Would Allow The Fiscal Problems To Reemerge

“I have never liked QE, and think it is a poor replacement for sound fiscal policy. Having embarked on QE, the Fed ushered in a new regime of dealing with the fiscal problems underlying the U.S. economy. Ending QE would allow the fiscal problems to reemerge.” - in Money News

Related ETFs: SPDR S&P 500 ETF (SPY)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Reuters: Gundlach Calls Indian Stock Market 'Scary'

Here`s the link to yesterday`s Reuters article: DoubleLine's Gundlach calls Indian stock market 'scary' 

Related ETFs: iShares MSCI Emerging Markets Indx ETF (EEM)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

QE Is A Poor Replacement For Sound Fiscal Policy

"I have never liked QE, and think it is a poor replacement for sound fiscal policy." - in Bloomberg

Related ETFs: SPDR S&P 500 ETF (SPY)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Video: Interest Rates, Volatility & Fed`s Tapering

Related ETFs:  iPath S&P 500 VIX Short Term Futures TM ETN (VXX), SPDR S&P 500 ETF Trust (SPY)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Treasuries, Mortgage REIT`s & Closed-End Funds

"There is plenty of yield right now in the bond market, but it’s not in Treasuries. I’m talking about closed-end funds, I’m talking about mortgage REITs. These are vehicles that are trading at 10% discounts to their net asset values, or for REITs versus their book value. 555 They’re generating yields where it’s not that hard to put together a basket of investments that yields 8%, but people don’t want to buy these investments now due to fear and loathing." - in Barron`s 

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Announcing Your Shorts Isn't The Best Idea

"I've learned from watching CNBC that announcing your shorts isn't the best idea because it sometimes invites competition." - Business Insider

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

10-Year Yields & Risk Markets

"If the 10-year goes to 3.50, I think you're going to see serious downward movements in risk assets, and that would stop the interest rate rise in its tracks." - in Money News

Related: SPDR S&P 500 ETF Trust(NYSEARCA:SPY), iShares MSCI Emerging Markets Indx (ETF)(NYSEARCA:EEM), PowerShares QQQ Trust, Series 1 (ETF) (NASDAQ:QQQ)

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.

Markets: Fear and Loathing

“We don't see signals that the interest rate increase is over. Fear and loathing is the sentiment now. The market's gone from saying, 'I don't care about volatility, I just want income,' to 'I don't care about income, I don't want volatility.'” - in Investment News

Jeff Gundlach is recognized as a leading expert in bond and fixed income investments. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, and Fortune. Gundlach On The Markets is an unofficial blog tracking Jeff Gundlach`s market views and commentary.