Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness.
Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness.
Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness.
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Summary: Today, a look at new record high for equities and an open question on whether we are reaching peak Elon Musk after the Tesla CEO touted his company's investment in Bitcoin, triggering a 20% rally in the cryptocurrency. Also, a breakdown of the developments in US treasuries ahead of key auctions this week, thoughts on credit as junk bond spreads reach new extremes, the latest boost to commodities prices and commodity-linked equities and much more. Today's call with Peter Garnry on equities, Althea Spinozzi on fixed income, 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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