Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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Podcast - We have crossed the geopolitical Rubicon
Saxo Market Call
Summary: Today we discuss the fresh market deleveraging triggered by Russian President Putin's recognition of the self-proclaimed republics carved out of eastern Ukraine, a move that was preceded by belligerent rhetoric that suggests that we have severed any chance at a diplomatic approach to the situation from here. The next critical step will be the nature of the sanctions from the US, the EU and UK and the degree to which these feed any further disruption for Russia-exposed entities and for the oil price. Elsewhere, we look at rising credit spreads, key equity stories and the focus on Europe and particularly Germany with the current geopolitical backdrop and more. Today's pod features Althea Spinozzi on fixed income, Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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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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