Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we assess yesterday's market downdraft and some of the reasons it is giving us an uneasy feeling, particularly with unknown volatility risk from rampant speculation in short term options in the mix. The big mark-down in luxury stocks was also a key signal. As well, we break down massive core inflation surprise and what it might mean for sterling and gilts, the debt ceiling lessons from 2011 for the US treasury market, key stocks reporting earnings, including NVidia today and much more. Note that we are saving the deep dive podcast on commodities for later release. Stay tuned for that. Today's pod features Peter Garnry on equities, Althea Spinozzi on fixed income and John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
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