Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Chief Investment Officer
Summary: After an ugly close on Friday and concerns that US lawmakers may not be on the same page Sunday evening on the terms of a massive stimulus package, next week looks set to provide another roller coaster ride for global markets. The race between the Covid19 impact and policymakers escalating attempts to get ahead of the curve continues.
The Friday close on Wall Street was a dramatic disappointment and as such probably a confirmation that this week will be another roller coaster. The focus will be on:
Negative:
Positive:
We at SaxoStratS have no crystal ball, but we remain committed to provide up-to-date fact based analysis through our fixed Saxo Market Call podcast and daily Quick Take on analysis.saxo.
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Germany readies massive fiscal programme