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Fixed-income: Where are we now, surprises in 2023, and what to expect in 2024

Fixed-income: Where are we now, surprises in 2023, and what to expect in 2024

FromSaxo Market Call


Fixed-income: Where are we now, surprises in 2023, and what to expect in 2024

FromSaxo Market Call

ratings:
Length:
20 minutes
Released:
Dec 12, 2023
Format:
Podcast episode

Description

This is likely the last podcast on fixed income this year so we take a look at the current situation with rate decisions this week from the Fed, ECB and BoE. We also go through the key events and performances across bonds in 2023 with high yield bonds and the Austrian 100-year bond being some of the biggest surprises. Finally, we talk about what to expect in bonds next year as the market has fixed its expectations on lower inflation and lower policy rates, with Peter Garnry and Althea Spinozzi.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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Released:
Dec 12, 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.