Bob Janjuah


Last quote by Bob Janjuah

Of course, with everything that we've seen with this presidency, the initial headlines can be up in the skies and what actually gets delivered can be the opposite, so we'll see. For me, the interesting thing is that the markets shouldn't forget is that the cost of capital – courtesy of the Fed, B)E (Bank of England) etc – is going to go up. So the issue now how much do we price in fiscal hope and how do we cope with an increasing cost of capital?feedback
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Sep 28 2017
This page is completely dedicated to what Bob Janjuah has to say. All of Bob Janjuah’s quotes are organized here by date and topic. The most recent quote attributed to Bob Janjuah came from an article called Uber-bear Janjuah warns on market drop if Trump reforms grind to a halt: “Some kind of tax reform bill will have to be delivered in the next few months, the market will like that. I think what the market will come and say is, Is that it? Market-wise the belly of this year could be OK. We could get a decent positive re-pricing of equities in Europe post French elections. I think the market will assume their version of Trump reflation will be a (Emmanuel) Macron plus (Martin) Schulz type of reflation.”.
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