Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today features Saxo Chief Investment Officer Steen Jakobsen as we look at the factors possibly artificially suppressing US yields, the rather weak performance of risk sentiment this week despite about as much support as could be expected from Fed Chair Powell. We also talk up the prospects of non-transitory inflation, the implications of the latest climate policy initiatives around the world and much more.
Listen to today’s podcast and have a look at today’s slide deck.
Follow Saxo Market Call on your favorite podcast app: