Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we wonder whether the witching of colossal options exposure in the US will provide a market pivot, we look at portions of the US yield curve inverting, dovish BoE guidance, a massive dovish blast from the Bank of Japan, FedEx demonstrating the difficult operating environment as margin pressures weigh, freight rates, crude oil, earnings and macro calendar next week and more. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income, 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.
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