Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we look at the importance of the rest of the week as a possible test of trend for US stocks after the steep, pre-holiday sell-off last week. We also note the recent strong EM comeback and have a look at the USD closing in on a tipping point, sterling already in capitulation versus the greenback and interesting CHF price action. In commodities, a focus on grains and copper. X.
Listen to today’s podcast and have a look at today’s slide deck.
Follow Saxo Market Call on your favorite podcast app: