Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we look at yesterday's steep and broad sell-off in US equities after the dovish FOMC meeting failed to reassure the market on fears that yields and inflation will continue to rise. Also a look at the massive sell-off in crude oil, gold's interesting resilience and divergence from previous behavior, a round-up of the Bank of Japan meeting, FedEx and Nike earnings and more. Today's call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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