Gundlach Foresees The Return Of QE… In 2020

The headline from bond maven Jeffery Gundlach’s recent FT interview is that he expects to see manipulative quantitative easing in the year 2020. But to certain hedge fund insiders Gundlach’s interview reveals a key yet little discussed economic concern that has been a significant topic of speculation. Gundlach: US federal deficits continue to climb In a brazenly candid interview, one of the top performing bond managers considers, among other items, topics that have been part of hedge fund modeling: US federal deficits that continue to climb and compound meeting retiring baby boomers who will shortly be a drain on a social…