According to Bank of America’s most recent Credit Investor Survey, the biggest issue now on the minds of institutional fixed income investors is the prospect quantitative bubbles, or rather, the failure of central banks to withdraw the punch bowl at an appropriate rate without upsetting markets. Paul Singer, the founder of Elliott Management, is having the same thoughts. [dalio] In his second quarter letter to investors, Singer opines that the current state of play in both the markets and the economies of the developed world today can be described as “waiting for the handoff” — waiting for the transfer of…
Quantitative Bubbles Will Cause The Next Crisis According To Paul Singer
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