Gundlach Unlocked: The Fed’s Next Move | 10 Sept 2026 | DoubleLine Capital
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- S&P 500 Cape Ratio Extremes: S&P 500 Schiller CAPE ratio is sitting at 42x [00:01:48], a historical level exceeded only in 1999 and higher than the 1929 bubble peak [00:22:34]. Historical regression models indicate that entering at a 42x CAPE ratio yields negative -5% to -9% annualized real returns over a 10-year forward horizon [].
References
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