Hoisington Investment Management’s Dr. Lacy Hunt Calls for Hard Landing

14 November 2023

Despite enduring the worst year for long-dated Treasuries in U.S. history, Dr. Lacy Hunt, a prominent ‘deflationist’ and treasury bull, remains steadfast in his bullish stance on these bonds. He believes that the Federal Reserve’s current tight monetary policy will lead to a severe economic downturn, causing long-term rates to plummet. While Hunt’s unwavering conviction is noteworthy, especially after a challenging 18 months for his fund, there’s growing speculation about whether this anticipated ‘hard landing’ might keep getting pushed further into the future.

Need help?

Please use the contact form to get support.