Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today, we continue to discuss the building market bubble, with little sense of whether the FOMC and/or the BoJ this week will bring enough to the table to provide notable pushback. Regarding the FOMC, we wonder, given the March forecasts, why the Fed won't hike at both of the upcoming meetings. We also talk heavy treasury issuance this week, the energy outlook and recent rise in commodities, incoming earnings to watch this week and much more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, Ole S. Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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