10th June 2022

  • Druckenmiller Warns ‘Bear Market Has a Ways to Run’ as Fed Hikes

Famed investor says a recession is likely to strike next year

He’s looking for opportunities to short stocks and the dollar

https://blinks.bloomberg.com/news/stories/RD7ZBCDWRGG5

  • Fed Needs Three or Four Half-Point Hikes, Ex-No. 2 Blinder Says

Former Fed vice chair sees US recession next year as likely

Inflation may rise in near term due to war in Ukraine, he says

https://blinks.bloomberg.com/news/stories/RD7PNVDWLU6B

  • Franklin’s Dudley Says US at Worst Faces a ‘Little-R Recession’

Economy to get help from government spending in election year

She sees support from supply chains ‘starting to normalize’

https://blinks.bloomberg.com/news/stories/RD7X48DWX2Q1

  • El-Erian Warns Inflation Has Yet to Peak as Energy Prices Rise

A future CPI number above 8.5% ‘wouldn’t surprise me’

Base case is stagflation, US recession is ‘risk scenario’

https://blinks.bloomberg.com/news/stories/RD7QUADWLU68

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For more information please contact Rubrics Asset Management. info@rubricsam.com.