Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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Podcast: Druck calls imminent hard landing. US CPI matters less jobs
Saxo Market Call
Summary: In today's podcast, we note that, while today's US CPI release is the US data highlight of the week, that it is unlikely to drive a significant shift in forward Fed expectations unless there is a rather profound shock in the numbers (more likely on a hot number than a cooler one). Elsewhere, we talk Stanley Druckenmiller's imminent recession and "hard landing" call, the dire situation for US office REITS and dark clouds over Blackstone on the commercial real estate worries made worse by the recent bank turmoil, crude oil & grains, incoming earnings, and much more. Today's pod features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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Questions and comments, please!
We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.
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