Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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Podcast: This market is tough to keep down. US CPI tomorrow to set tone
Saxo Market Call
Summary: Today we look at a market that doesn't want to stay down as signs of incoming economic weakness aren't yet urgent enough to spook confidence, while we're also unlikely to see a significant reheating of inflation concerns. This could mean we have room for an extension of the equity rally, provided earnings season doesn't bring worrying guidance. We also take a look at FX, crude oil and wheat, stocks to watch, the economic calendar for the rest of the week and more. Today's podcast 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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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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