Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we discuss the dramatic decline in Tencent shares as a Chinese newspaper is hinting that gaming could be the next target of China's crackdown on the technology sector. We also take a look at the shipping industry and Maersk's recent profit guidance. Finally on equities we discuss earnings from BMW and Infineon Technologies. On commodities we touch on gold's lack of reaction to new low in US real yields, oil demand and the Delta variant, and finally the positive roll yield observed across more and more commodities. On today's podcast are Ole S. Hansen on commodities and hosting Peter Garnry on equities.
Listen to today’s podcast and have a look at today’s slide deck.
Follow Saxo Market Call on your favorite podcast app: