Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today, we look at the start to a new week as China disappoints once again on soft-pedaling its approach to stimulus, weighing on risk sentiment in Asia. We also wrap up last week's rather dire action in the US and other equity markets as rising yields continue to pressure valuations. The week ahead features the biggest AI name of them all as Nvidia reports on Wednesday after the market close. On the macro data front we'll have a look at preliminary August PMI's incoming on Wednesday, while the bigger focus rolls into view with the Fed's Jackson Hole symposium up on Friday and into the weekend.
Listen to today’s podcast - slides are available via the link.
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