Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: Today, we discuss the steep consolidation in AI-related names after the recent huge surge, also noting the S&P 500 in complete limbo technically, possibly on volatility sellers continuing to bottle up the action. We also look at the winding down of debt ceiling concerns, which ironically could lead to liquidity pressures across markets as the US Treasury will need to rebuild its reserves. A look at crude oil ahead of the OPEC+ meeting, copper, grains, incoming earnings and sharp market reactions for Crowdstrike and Salesforce, important incoming macro data and more on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities, with John J. Hardy hosting and on FX.
Listen to today’s podcast - slides are available via the link.
Follow Saxo Market Call on your favorite podcast app: