Q4 Outlook Preparing for the slowdown

Quarterly Outlook

Q4 Outlook: Preparing for the slowdown

Althea Spinozzi
Senior Fixed Income Strategist

Summary: We expect three themes to threaten the tranquility of fixed-income investors in the final quarter of the year: persistent volatility in emerging markets, political tension in the European Union, and finally the constant tightening by the Federal Reserve which will start to destabilise US high-yield corporate spreads.

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Q4 Outlook: Preparing for the slowdown

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Quarterly Outlook Q3 2022: The Runaway Train

Inflation will not moderate, it is a runaway train

Tangible assets and profitable growth are the winners

Understanding the lack of investment appetite among oil majors

The pressure is on as the wind leaves the sails

Why the Fed can never catch up and what turns the US dollar lower?

Bank of Japan: Swimming against the tide

Green transformation detour and bear market hibernation

Crisis redux for the eurozone?

Technical Outlook: Gold, Oil and a remarkable multi-decade perspective on Equities

China: the train of new development paradigm left the station two years ago

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