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 bounce from new lows in the broader US market on hopes that Congress and the Trump administration can somehow get together on stimulus ahead of the election - color us skeptical. We also look at interesting developments in credit that are background concern, key EM FX stories, a rundown of commodities and much 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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