Jeff Gundlach Looks At This Chart When He Gets Up Every Morning


I like this.


An eternal optimist, Liu-Yue built two social enterprises to help make the world a better place. Liu-Yue co-founded Oxstones Investment Club a searchable content platform and business tools for knowledge sharing and financial education. also provides investors with direct access to U.S. commercial real estate opportunities and other alternative investments. In addition, Liu-Yue also co-founded Cute Brands a cause-oriented character brand management and brand licensing company that creates social awareness on global issues and societal challenges through character creations. Prior to his entrepreneurial endeavors, Liu-Yue worked as an Executive Associate at M&T Bank in the Structured Real Estate Finance Group where he worked with senior management on multiple bank-wide risk management projects. He also had a dual role as a commercial banker advising UHNWIs and family offices on investments, credit, and banking needs while focused on residential CRE, infrastructure development, and affordable housing projects. Prior to M&T, he held a number of positions in Latin American equities and bonds investment groups at SBC Warburg Dillon Read (Swiss Bank), OFFITBANK (the wealth management division of Wachovia Bank), and in small cap equities at Steinberg Priest Capital Management (family office). Liu-Yue has an MBA specializing in investment management and strategy from Georgetown University and a Bachelor of Science in Finance and Marketing from Stern School of Business at NYU. He also completed graduate studies in international management at the University of Oxford, Trinity College.

By Sam Ro, Business Insider,

DoubleLine Funds’ Jeff Gundlach hosted a pretty interesting webcast about the markets on Tuesday afternoon.

As he laid out his forecasts for 2014, he presented a ton of eye-opening charts including this one, which he says he looks at literally every morning.

It compares the US dollar / emerging market currency exchange rate to the yield on the 10-year Treasury note.

Gundlach noted that there was a remarkably tight correlation between the two measures with the currency cross acting as a slight leading indicator of the 10-year yield. And the 10-year yield is benchmark for basically the entire bond market.

Given the recent movements in the currencies, Gundlach says this chart confirms his expectation that the 10-year yield is likely to move lower in the near-term.

During his webcast, Gundlach said the 10-year yield could fall to as low as 2.5%.

Read more:


Tags: , , , , , ,

Post a Comment

Your email is never published nor shared. Required fields are marked *


Subscribe without commenting