Is this the beginning of a sustained bear market for bonds? Major government bond yields hit multi-month highs today and world stock indexes fell, following a report that Chinese officials have recommended slowing or halting purchases of U.S. government bonds. If you’re wondering which emerging markets and commodities offer the best investment opportunities this year, you can begin your research with Jeffrey Gundlach’s predictions. The founder of DoubleLine Capital has a record of accurately anticipating which sectors of the markets will perform well. The warnings continue about cryptocurrencies such as bitcoin. The Securities and Exchange Commission says that firms and brokers who offer them are often breaking federal trading laws. The Hill covers the story.

Bond Yields Hit Multi-Month Highs–  China is the largest foreign holder of U.S. government debt, with $1.19 trillion in Treasuries as of October 2017, data from the Treasury Department show. So the report that Chinese officials have recommended slowing or halting purchases of U.S. government bonds is having a major impact on the markets.  Read more…

Gundlach’s Predictions For 2018–   “What’s obvious is obviously priced in,” Gundlach said in a conference call yesterday as he discussed his 2018 forecast. He warned investors not to expect strong performance based on strong economic data or the absence of a recession, because those likelihoods are already incorporated into market prices.  Read more…

SEC Warns Cryptocurrency Investors Of Rampant Illegal Trading–  The Securities and Exchange Commission (SEC) warned investors Thursday that those firms and brokers who offer cryptocurrency investments are often breaking federal trading laws. Read more…

John R. Day, Bill Ennis, Stephanie Hall and Matt Heller

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