Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today's call a real tour of global markets as we talk India, Coffee, platinum, US Treasuries rallying despite strong US data and implications of that for the yen, Toshiba takeover bid, and discuss whether the Bitcoin market is reaching a critical level for regulators, as well as signs that, as in a gold rush, the surest profits go to those selling the shovels, or in this case, the exchanges enabling crypto transactions. On today's call were Peter Garnry on equities, 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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