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Fixed-income: Keep it short if you think about bonds

Fixed-income: Keep it short if you think about bonds

FromSaxo Market Call


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.
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Released:
Oct 3, 2023
Format:
Podcast episode

Titles in the series (100)

The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.