The World According to Gross

(1) Gross warning. (2) A bungee scenario for oil price. (3) The debt super-cycle is rolling over. (4) So is the commodity super-cycle. (5) Easy money has been stimulating supply more than demand lately. (6) Party is over for zombies. (7) Can US decouple from global secular stagnation? (8) Consumers’ windfall from lower fuel costs is over $200 billion. (9) Raising the odds of the Endgame, while lowering the odds of Irrational Exuberance. (10) Getting harder to see Fed raising rates this year under any scenario. (11) Focus on market-weight-rated S&P 500 Industrials.