Gary Shilling

Despite the recent conviction of many that we're headed back to inflation, I think deflation remains the more likely prospect. You've just…

— Gary Shilling

One of the things I think is very likely is that with the prospects of robust fiscal stimulus in response to voters…

— Gary Shilling

If someone loves you, they can fall out of love with you but they're probably going to keep fearing you. That's where…

— Gary Shilling

[Niccolò] Machiavelli said it's better to be feared than to be loved.

— Gary Shilling

We're in a pretty tumultuous world, and there's a lot of uncertainty. Treasurys are where people go as one of the few…

— Gary Shilling

Bloomberg TVThe one thing I think is likely to happen under either candidate is massive fiscal stimulus. You have so many voters…

— Gary Shilling

We've seen that in the past that where you've had uncertainty, and even where the Fed is raising rates, Treasurys rise as…

— Gary Shilling

A [Donald] Trump win might be bad for stocks, but it would be very positive for the dollar and Treasurys.

— Gary Shilling

OPEC production went from 30 million barrels a day to 33 million. They flooded the market, and it's lost them a lot…

— Gary Shilling

[Donald Trump] is so unpredictable that foreigners are going to look around and say "boy, we've got to head for the safe…

— Gary Shilling

Treasurys, as low as yields are, are higher than they are in most other developed countries.

— Gary Shilling

If you look back historically at the post-WWII period on average, if you get a 100-basis-point increase in Fed funds, the spillover…

— Gary Shilling

Let's say [Donald] Trump wins. Is Congress going to let him build a wall on the Mexican border? I don't think so.

— Gary Shilling

If Hillary [Clinton] is elected, is she going to be able to jack up taxes with virtually no deductions, and include capital…

— Gary Shilling

TPP is dead anyway, and similar deals in the eurozone are going nowhere.

— Gary Shilling

Treasurys, as low as yields are, are higher than they are in most other developed countries. A foreign investor picks up a…

— Gary Shilling

The Fed wants to raise rates because they've been yelling and screaming about it. They've been crying wolf for so long that…

— Gary Shilling

Yes, we're in a protectionist era because when you have lack of domestic growth, everybody tries to unload the problem on foreigners…

— Gary Shilling

I said earlier [2015] year that I thought we'd get to 10 or 20 bucks [per barrel ] because that's the marginal…

— Gary Shilling

Investors aren't willing to accept the idea that we're in an era of lower returns.

— Gary Shilling