“I've never had to turn my hand to anything for monetary gain, other than pretending to be somebody else. I'm deeply fortunate.”
“We are already seeing a transformation, where virus writing is getting more sinister and turning toward monetary gain.”
“The Fed is closer to moving to a pause in monetary policy. We've turned more bearish on the dollar.”
“When monetary policy turns more accommodative, the more cyclical, leveraged and more-volatile asset classes generally outdistance defensive names,”
“When monetary policy turns more accommodative, the more cyclical, leveraged and more-volatile asset classes generally outdistance defensive names.”
“The report suggests we're one step closer to the Bank of Japan's exit from its current loose monetary policy. That's negative for Japanese government bonds.”
“If one only concentrated upon monetary policy, one could rationally conclude that both stocks and bonds would be crushed.”
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