Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
Summary: In today's fixed-income focused podcast, we preview the ECB rate decision on Thursday on the back of a recent stagflation outlook from the EU Commission making the policy decision a difficult one. We argue for a hawkish pause with the potential move by the ECB to stop reinvestments into the PEPP facility. Based on a slowing economy and stagflation light outlook we go through why both European and US sovereign bonds have an attractive risk-reward ratio, with Peter Garnry and Althea Spinozzi.
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