Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Markets are calm ahead of today's US August Nonfarm Payrolls report which is expected to show continuous job gains in the US economy. In today's podcast we discuss the positive week in global equities led by technology stocks, potential turnaround in the US fiscal impulse, galloping prices on rice and orange juice, and a stronger Chinese yuan as recent policy moves have strengthened the currency. Peter Garnry on equities and Ole S. Hansen on commodities.
Listen to today’s podcast - slides are available via the link.
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