Exogenous event required for recessions. COVID-19 is that event. Vimal Gor
"You need exogenous events to take us into recessions. I believe this is that event." Vimal Gor, Head of Bond, Income & Defensive...
COVID-19 could trigger next GFC, Ariel Investments Rupal Bhansali
The coronavirus could trigger the next financial crisis but the underlying cause will be subprime corporate loans, contrarian investor...
There are times to sell. Now is one of those times.
There are so many historic extremes now, on at least a 170-year perspective, that "bad stuff" will happen.... another global financial...
Corporate debt bubble likely burst by COVID-19.
22-Feb-2020 Chris Joye reminds us that the next global financial crisis likely to be centred on sub-prime corporate debt: As this column...
"Tidal wave of central bank liquidity" ... has "bid up asset prices to unprecedented
"Despite a range of existential risks, markets are riding a wave of central bank liquidity to bid up assets to new highs." " Actually, it...
Most likely 12-year return now worse than 1929 - Hussman
John Hussman's assessment of likely future 12-year nominal market investment returns - the poorest now since 1928, worse than in 1928...
