- Abey Cohen (Goldman Sachs) – Economic data is looking somewhat better, industry wise very mixed lot, recession to end in 2009, results will be widely varied amongst industries & Q4 2009 profits will be set to surge…
- Jack Bogle (Vanguard) –Agree road to recovery but not as quickly as Abey’s views, don’t see a strong recovery at all, tremendous amount of deleveraging amongst consumers and long period of slow growth with 2% real GDP growth.
- Paul McCulley (PIMCO) – Right now not worried with the budget deficit.
- Bob Doll (BLackrock) – Agree with all, emphasize policy lags and more stimulus to be seen. Very uneven. Economies in the east doing a lot better already.
Source: CNBC
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