Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we run down the factors that are pressuring market sentiment, even as the first round of the French Presidential election failed to trigger any immediate further EU existential concerns as the results largely were in line with expectations. Still, the second round is not a done deal for Macron, as we discuss on today's pod in breaking down voter intentions for the second round, Le Pen's strong momentum and her appeal to younger voters and possibly to many undecided voters in the final instance. Today's pod features Macro Strategist Christopher Dembik and John J. Hardy hosting.
Listen to today’s podcast and have a look at today’s slide deck.
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