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Bloomberg TV: Global Easing Cycle

Tight 4 min clip from Jay’s BTV Daybreak Wednesday appearance. Jay extends TPWIM’s long standing focus on Potential Growth Rates (PGR) and Neutral Rate of Interest (NRI) to incorporate the concept of “lower for longer global growth”. The lower for longer designation has been used for some time in regard to interest rates but here Jay describes how it can apply to growth. And lastly what that means for risk asset returns with a focus on the search for yield and opportunities in European peripheral debt, EM debt and US credit.

We hope you enjoy the video.

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