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 worst single day for global equity markets since 2020 as the major US average broke below key support. Signs of poor liquidity abound, as the cryptocurrency space was in for a drubbing and one of the stable coins lost its grip on parity with the US dollar. We look at the US treasury yields, commodity developments from metals to energy and agriculture, key stocks to watch, especially Tesla as a bellwether, earnings head and more. Today's pod features 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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