17 min listen
Fixed-income: Keep it short if you think about bonds
FromSaxo Market Call
ratings:
Length:
17 minutes
Released:
Oct 3, 2023
Format:
Podcast episode
Description
We back with another episode of the Saxo Market Call following a few missed episodes. In today's episode we cover what is going on in fixed-income markets which are essentially driving everything in markets these days. We argue staying in short duration bonds across inflation-linkers, corporate quality and safe-haven due to uncertainty over timing of 'peak rates' and the outlook for a potential stagflation, with Peter Garnry and Althea Spinozzi.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Click here to open an account with Saxo
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
Click here to open an account with Saxo
Released:
Oct 3, 2023
Format:
Podcast episode
Titles in the series (100)
Fixed-income: A hawkish pause from ECB and attractive risk-reward in bonds: In today's podcast on fixed-income 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... by Saxo Market Call