Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: In today's episode of the Saxo Market Call, Charu Chanana, Market Strategist and Head of FX strategy is the expert. Together with Søren Otto, she provides an overview of the financial status in important financial regions. First, she talks about the US and how a variety of factors may impact the timing and pacing of rate cutes by the FED (1.02). She also gives a brief overview of the European situation and how the ECB meeting this week may affect that (6.45), before a short status on the earnings season (9.49). Moving East, Chanana gives a brief take on China's challenges (11.30), before zeroing in on Japan and the BOJ's approach to interest rates (14.30). Finally, she considers how that may affect forex and Japanese equities (22.02).
Listen to today’s podcast.
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