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 meltdown in the crypto space at the weekend and the risk for the ARK, Coinbase etc as bubble stocks were already under pressure late last week. Also a look at commodities after a nearly across the board revival of the space last week, also as the USD has come under pressure. Gold has teased above important resistance as well. The big focus this week will be on Q1 earnings, and we take listeners through the key names reporting this week across a wide array of industries. On today's call were Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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