Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we look at whether the US October jobs (and earnings!) report later today will extend or disrupt the powerful market reaction to Fed Chair Powell's hawkish FOMC press conference on Wednesday. We also look at the impact of a very dovish Bank of England meeting and the market thumbing its nose at the BoE's rate guidance next year. We also look at crude oil, gold, copper & cotton, stocks to watch including a huge positive beat from SocGen this morning. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting an on FX
Listen to today’s podcast - slides are available via the link.
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