Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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Podcast: Darker clouds on the horizon
Saxo Market Call
Summary: Risk-off sentiment continues in markets as worries over the Chinese economy intensify with the latest news being that Chinese property developer Evergrande has filed for bankruptcy protection in the US. The Chinese shadow banking system is likely galloping towards a significant restructuring event. In addition to Chinese weakness big moves in the long end of the US yield curve are also putting pressure on risky assets. We also talk about Nvidia's earnings next and the negative sentiment across commodity markets. In today's On today's podcast are Peter Garnry on equities and Ole S. Hansen on commodities.
Listen to today’s podcast - slides are available via the link.
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