Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we look at a very disappointing session in the US yesterday with the narrative tough to extract as the status of stimulus remains tense and uncertain and in Europe, Covid shutdowns may see a widening impact on confidence. Also today, a look at key earnings stories, AUD and GBP weakness, the latest on grains and much more. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy on FX.
Listen to today’s podcast and have a look at today’s slide deck.
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