Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Chief Investment Strategist
Key points:
Other recent Macro/FX articles:
13 May: Global Market Quick Take - Asia
8 May: Bank of England preview: Rate cuts in mind, but patience required
7 May: AUD: RBA fails to meet the hawkish expectations
3 May: JPY: Staying on intervention alert
2 May: Fed Decision: High-for-longer, not higher-for-longer
30 Apr: AUD: Retail sales miss questions RBA market pricing
30 Apr: FOMC rate decision: How to trade the event
29 Apr: Weekly FX Chartbook: Fed’s hawkishness meets BOJ’s dovishness
29 Apr: Macro Podcast: Japanese drama - what's next for the yen?
26 Apr: JPY: Bank of Japan adds to reasons to stay bearish yen
25 Apr: JPY: Accelerated sell-off; can the BOJ halt yen's decline?
25 Apr: Thematic Podcast: Deciphering Asian forex interventions
23 Apr: GBP: What can drive the next leg lower?
22 Apr: Weekly FX Chartbook: Stretched USD strength is raising intervention alert
19 Apr: FX 101: Using FX for portfolio diversification
18 Apr: JPY: Intervention alert, or a BOJ alert?
16 Apr: Chinese Yuan’s Double Whammy - Dollar Strength and Yen Weakness
12 Apr: Riding the Fed-ECB Policy Divergence
11 Apr: ECB rate decision: How to trade the event
9 Apr: CAD vulnerable as market underprices dovish Bank of Canada risks
9 Apr: US inflation report: How to trade the event
8 Apr: Macro and FX Podcast: NFP, CPI, ECB and Japan