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Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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Podcast: Market bracing for BoJ impact Wednesday
Saxo Market Call
Summary: Today, we look at an interesting week ahead as US equities continue to trade up against a pivotal resistance area (just above the 200-day moving average and just below the 4,000 level for the US SP& 500 index) as earnings season set for a big blast next week. Today US markets are closed. The event risk of the week, meanwhile, is the hotly anticipated Bank of Japan meeting on Wednesday, with markets unsure on whether Governor Kuroda and company are set to deliver further policy tweaks. Futures positioning in commodities, especially metals and the latest on natural gas in Europe and more on today's pod, which features 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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