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 choppy market action as yesterday's sell-off has been in turn partially reversed by a strong report from Disney after the close, with the companies stock jumping on cost-cutting announcements. We also wonder whether Uber's guidance and performance suggest a phase shift for expectations in the industry. In commodities, we look at crude oil, natural gas, gold and grains. FX traders are awaiting for clarity on the identity of the new BoJ governor, while SEK has jumped on a hawkish Riksbank surprise as we were recording the podcast. Today's pod features Peter Garnry on equities, Ole 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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