Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we look at the divergent developments at the start of 2021, with Chinese equities on fire while US equities stumbled badly in the first session of the year, an ugly development after the late run-up and possibly linked to today's Georgia Senate run-off races and whether the Democrats may get control of Congress, if only barely. Elsewhere, oil suffered a pump and dump ahead of important OPEC decision time on production targets. Today with 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.
Follow Saxo Market Call on your favorite podcast app: