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Fixed-income: A barbell strategy and three central banks

Fixed-income: A barbell strategy and three central banks

FromSaxo Market Call


Fixed-income: A barbell strategy and three central banks

FromSaxo Market Call

ratings:
Length:
17 minutes
Released:
Oct 31, 2023
Format:
Podcast episode

Description

Today we talk about the three major central bank rate decisions this week (BoJ, Fed, and BoE) and how the bond market is pricing policy rate trajectory long-term in the US and Europe. we also explain the barbell strategy as one way to approach the bond market these days, with Peter Garnry and Althea Spinozzi.
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Released:
Oct 31, 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.