Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we look at Asian markets stumbling at the start of the week and possible drivers, including diplomatic push from the EU to ally with the US against the "challenge" posed by China and the US adding two Chinese large companies to its blacklist. Elsewhere, a rundown of the huge divergence in precious versus industrial metals, thoughts on the EURUSD, upcoming earnings releases and the busy macro calendar this week.
Listen to today’s podcast and have a look at today’s slide deck.
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