Jeffrey Gundlach Predictions

Founder and CEO of DoubleLine Capital

Track Jeffrey Gundlach's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

10 forecasts 2 correct 8 pending

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10 forecasts

Person Subject Forecast* Source Date Deadline** Outcome

Jeffrey Gundlach S&P 500 The S&P 500 will deliver negative real returns over the next 10 years, with the most common historical outcome being approximately -5% per year in real terms

See quote

[1:16] the Schiller cape ratio for the S&P 500 is at 42 point something. And any time that it has been 35 or higher, every single time, the forward 10-year return in real terms, so versus in inflation adjusted has been negative. And the most common one has been about -5 real perom. So if inflation is going to be 2%, if Kevin Worsh is going to guide us to two two and stay there, that would mean you should expect negative returns on a nominal basis for the next 10 years and there are no exceptions to it.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The Julia La Roche Show 2026-09-16 2036-09-16 pending

Jeffrey Gundlach Inflation Rate CPI will print above 4% and remain above 4% through March 2027

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[25:26] We think that the next print that comes out on the CPI will start with a four based upon the the oil movement and stay above four unless something changes with the commodity complex stays above four all the way through March.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The Julia La Roche Show 2026-09-16 2027-04-15 pending

Jeffrey Gundlach Fed Funds Rate Fed Chair Kevin Warsh will hike the Fed Funds Rate by 25 basis points at the upcoming FOMC meeting

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[37:55] I'm going to go that he's he's going to hike 25.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The Julia La Roche Show 2026-09-16 2026-09-18

Jeffrey Gundlach Risk Assets Risk assets will experience a very significant drawdown within the next year, likely triggered by an AI-related shock, inflation shock, or supply shock

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[0:00] You're going to have fallout and losers in the AI, you know, race for the holy grail. And that's going to be what leads to the next very significant draw down in the risk assets. I think we're close enough to there that I want to be out of the epicenter, but I would be surprised if there wasn't some sort of a shock. Maybe it's an inflation shock, maybe a supply shock sometime in the next year.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The Julia La Roche Show 2026-09-16 2027-09-16 pending

Jeffrey Gundlach Local Currency Emerging Market Debt Local currency emerging market debt will continue to be a top-performing fixed income sector

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[11:47] And I think that that will continue to do well. It was the best performer last year.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The Julia La Roche Show 2026-09-16 2027-09-16 pending

Jeffrey Gundlach Treasury Yields Long-term Treasury bond yields will rise even if the US enters a recession.

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[8:47] even if we go into a recession, I think uh long-term interest rates on Treasury bonds will go higher, not lower, and that will break the pattern of the f the first 40 years of my career. And I think that's what's going to happen.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The Julia La Roche Show 2026-03-27 2027-03-27 pending

Jeffrey Gundlach International Stocks Foreign markets will outperform US markets in a multi-year period, currently in the second inning of a nine-inning game.

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[19:59] I think that we are in a multi-year period. We're not we're probably in the in the second inning at at uh is probably the latest that we are in the game of this nine inning, you know, baseball game analogy of foreign markets outperforming the United States.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The Julia La Roche Show 2026-03-27 2029-03-27 pending

Jeffrey Gundlach Gold Gold will continue to be a strong performer.

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[21:09] I think gold will continue to be a strong performer.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The Julia La Roche Show 2026-03-27 2027-03-27 pending

Jeffrey Gundlach Private Credit Private credit will experience major problems and deterioration.

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[23:07] private credit is a total unmitigated disaster and it's going to get worse

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The Julia La Roche Show 2026-03-27 2027-03-27 pending

Jeffrey Gundlach Private Credit Private credit will see much higher withdrawal requests in June 2026 compared to March 2026.

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[38:20] you're going to see some pretty wild redemption requests come June of 2026.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The Julia La Roche Show 2026-03-27 2026-06-30