Alberto Gallo, Algebris Investments Head of Macro Strategies, says many global positive-yielding bonds could be zombies. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, sees an uptick in inflation expectations for 2020. Jeff Currie, Goldman Sachs International Global Head of Commodities Research, says the U.S.-China trade war is exacerbating structural issues in the oil market, not causing them. And Constance Hunter, KPMG Chief Economist and NABE President, thinks the chances for a phase one trade deal are slim.
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