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Originally Posted by petegz28
Take it for what it's worth as you should with any Wall St. Pro but I have always liked Mohamed. I am sure TwistedChieft knows him and or hates him for whatever reason...
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LOL. Well, I have met him before while visiting Pimco's offices, but his explanation basically parallels mine in that politics (read: Trump's trade fancies amongst others) are polluting markets. So now you have two people who are telling you that Trump is in large part responsible for the inversion of the yield curve. Hope you listen to El-Erian as he is indeed very smart and thoughtful.