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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