Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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Highlights from the past week
Saxo
Last week saw Wall Street’s first negative week in ten as the Federal Reserve indicated it was in no rush to cut interest rates. US payroll and wage data came in hot, casting doubt on the view that inflation will quickly fall back to the Fed’s 2% target rate. Treasury yields rose and mega-cap tech stocks underperformed.
Crude oil began the year on a cautionary note with global growth and demand worries, as well as the recent attacks on commercial ships in the Suez Canal forcing cargo to reroute.
Must reads…
- After a historic two-month rally investors consider the market direction for 2024.
- Macroeconomic and geopolitical developments create plenty of volatility in Crude oil prices
- Is it now time to evaluate Telsa’s growth trajectory?
- What are the latest expectations for Japanese Yen?
The week ahead…
Key economic data this week will focus on inflation readings with US and China CPI being the focus. Fourth-quarter earnings season begins with the first major announcements coming from the large US banks on Friday.
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