Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Head of Macroeconomic Research
Summary: In today’s edition we focus on the latest OECD private sector confidence, which is still in negative territory in May. However, we observe a divergent trend between the manufacturing sector and the consumer sector that is likely to increase in coming months.