Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Risk-on sentiment continues this morning with a strong Chinese equity session seeing Hang Seng futures rallying 2%. We discuss the new positive sentiment on Chinese equities, but also the ongoing risks to the Chinese economy. We also talk about the recent headwinds for the USD and positioning in industrials metals. Finally, we cover the 3M lawsuit settlement over defective earplugs to the US military and the upcoming earnings today from HP and NIO. This and more on today's pod, which features Peter Garnry on equities and Ole S. Hansen on commodities.
Listen to today’s podcast - slides are available via the link.
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