About this document
Market Disconnect: Growth Insights by Ryan is a document available to read on EtoBox.
The document discusses the recent disconnect between the stock and bond markets, where typically equities fall when bond yields decline. It interviews Ray Dalio of Bridgewater Associates and Jan Hatzius of Goldman Sachs for their views. Dalio thinks recent price action makes sense given easier central bank policy, but that limits on further easing will ultimately bring negative shifts in growth and markets. Hatzius argues the bond market is too pessimistic on growth, and not concerned enough about the direc
- Author
- Ryan
- Language
- EN