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 big bounce in US equities, with the most speculative names bouncing the most, and note the next key tech levels for the Nasdaq 100 if it is going to dig itself out of trouble. Also, we break down the less good news within the good news of the strong 3-year US treasury auction yesterday while noting the upcoming auctions are more important. A look at gold, oil, AUDUSD and other FX and more on the call. On today's call were 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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