Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Risk sentiment headed lower yesterday as the AI hype was faded by traders and the weaker sentiment extended overnight as China published weaker than estimated PMI figures for May adding fresh worries over global growth. In today's podcast we cover equity futures, Salesforce earnings, China's weaker growth, lower bond yields, the US debt ceiling deadline, strength in gold, and weaker across iron ore and copper. Today's podcast features Peter Garnry on equities, Ole Hansen on commodities, and Althea Spinozzi on fixed-income.
Listen to today’s podcast - slides are available via the link.
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