Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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Clare MacCarthy
Senior Editor, Saxo Bank
Summary: The CSI powered higher again overnight amid rumours of an impending big increase in its MSCI allocation. which, says Steen Jakobsen, Saxo's Chief Economist, fits the communist party's narrative of Chinese market strength, a story intended to encourage more domestic equity investment. Elsewhere, USDJPY is in focus on resurgent risk appetite.
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Commodity Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Head of Commodity Strategy
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