Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today, we delve into the market's positive start to the week and the blitz of big earnings reports ahead, including Wednesday's bonanza of US megacaps reporting. Also, a wrap of the huge correction in the grains market last week and whether it marks a trend change, what is driving the weaker US dollar narrative and more. Today's call with 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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