Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: The podcast is finally back from holiday! Today we look at a huge week ahead for equities and rates as it is the busiest week for earnings reports of this season and as the Fed is set for its latest super-size hike even as the market pulls the peak Fed funds rate both forward and lower. We also look at rising recession concerns in both the US and Europe, the history of whether financial conditions are as important as the economic cycle in the market outlook, and much more. Today's pod hosted by John J. Hardy.
Listen to today’s podcast - slides are found via the link.
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