Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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Podcast: The unbearable tightness of bank funding
Saxo Market Call
Summary: Today we look at the multi-speed market, as tech stocks tried to pump on vague new language from US Treasury Secretary Yellen aimed at softening prior comments on the official posture to banking system turmoil. Alas, US bank stocks were in for a further drubbing yesterday and we also discuss the negative focus on European banks is pummeling sentiment into early trading in Europe as well, and whether the real estate sector could be the next shoe to drop. Also on the call: the knock-on effects of all of this into FX, earnings watch next week, the China re-opening story fighting for attention 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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