Stocks look pricey, the economy is showing cracks, and the Fed is an enemy to markets, says deputy chief investor of a $96 billion money manager

• Jeffrey Sherman touted bonds over stocks and flagged signs of weakness in the US economy.
• DoubleLine's deputy chief investor told Insider the Federal Reserve is an "enemy to everything."
• Sherman sees sticky inflation, and the Fed's interest-rate hikes gradually cooling the US economy.

Bonds are more enticing than stocks, the US economy is showing cracks, and the Federal Reserve is an enemy to investors, according to Jeffrey Sherman.