Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: The US equity market saw a choppy session yesterday that ended with a modest decline, with the mood remaining cautious overnight as China came back online from its long holiday. The Chinese CSI-300 Index gapping higher at the open but sold off steeply from the highs on the day. US yields declined on the day despite a blowout US Retail Sales number for January, clearly driven by the latest round of stimulus checks.
What is our trading focus?
What is going on?
What are we watching next?
Earnings releases to watch this week – earnings season continues apace this week, with a number of interesting names to report this week around the world.
Economic Calendar Highlights for today (times GMT)
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