Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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A good US print before we start the weekend
Christopher Dembik
Head of Macroeconomic Research
Summary: The latest UMich consumer sentiment survey confirms that household spending should keep driving the US economy in the near term.
Today, preliminary results are out. It is a solid US consumer survey, that why’s our comment will be rather short. Consumer sentiment is still in its long-term range, climbing at 96.0 vs expected 92.0. Current conditions (113.4), expectations (84.8) and inflation expectations (1yr at 2.5% and 5y at 2.2%) are all well-oriented.
The record-long US expansion is likely to continue supported by solid US consumer spending and healthy household spending in the coming months.
Latest Market Insights
Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
Bonds: What to do until inflation stabilises
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Discover strategies for managing bonds as US and European yields remain rangebound due to uncertain ... -
Quarterly Outlook
Commodities: Energy and grains in focus as metals pause
Ole Hansen
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Energy and grains to shine as metals pause. Discover key trends and market drivers for commodities i...
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