Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today we look at the ongoing complex reaction to the possibility that an effective Covid-19 vaccine may roll out in the coming year, the markets violent internal adjustments to that possibility and other interesting stories, especially when and whether Trump will ever concede and when the market starts to fret on that front, China's move against some of its monopolies, the RBNZ moving away from signaling a negative rate policy, gold, oil, and more. Today 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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