Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we look at a pause in the equity market slide a day after the worst day for global equities in nearly two years, identify important resistance levels for the S&P 500, talk commodities from copper and gold (where the last gasp support has been tested) to natural gas and crude oil. We also highlight relative strength in the major currencies, the muted EURUSD countertrend price action, and run down the earnings and macro calendar for today. We continue to highlight the systemic risk in the crypto space if Bitcoin punches below 30k. Today's pod features 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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