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 market posting a bounce yesterday, but one that has yet to impress or significantly turn back the recent ugly acceleration in negative momentum. Today marks the start of a remarkable blitz in quarterly earnings reports, with key names like Microsoft, Alphabet and Visa reporting after the close, but many interesting other names that touch on key equity themes reporting before and during the US session later today. A look at crude oil, copper, grains, FX themes and more also on today's pod, which features 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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