Jeff Gundlach quietly turns bearish on the dollar and long bonds while loading up on gold, commodities, and non U.S. markets for 2026
Jeff Gundlach on 2026 Positioning TLDR: > Long the belly (2-10 year maturities) > Long commodities > Long $GLD > Long high-quality fixed income > Long EM fixed income > Long non-US equities < Short USD $DXY < Short long-duration ...