Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: First episode in our new podcast format with Charu Chanana talking about macroeconomic topics and currencies. We talk about Friday's Nonfarm Payrolls figures underpinning the soft landing narrative ahead of potential stagflation concerns later this year. We also talk about the USD rally and whether it could end with strength going into the direction of CNH and JPY. Finally, we discuss the central meeting this week from RBA (tomorrow) and Bank of Canada (Wednesday) which have very different tasks at their hands.
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