Gundlach: Japan is the "pace car" in the great global debasement race, he says, continuing to be...
Gundlach: Japan is the "pace car" in the great global debasement race, he says, continuing to be bullish on Japanese stocks (EWJ, DWJ) and bearish on the yen (FXY). One interesting slide shows an explosion higher in consumer confidence there since Abe made his yen devaluation policy clear. He's not bearish on JGBs however, as the BOJ - like the Fed - has a big checkbook and can buy up all the debt the government can issue.
From other sites
Video at CNBC.com (Jul 23, 2015)
Video at CNBC.com (May 12, 2015)
Video at CNBC.com (Mar 2, 2015)
at CNBC.com (Nov 20, 2014)
at CNBC.com (Nov 17, 2014)
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