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Fixed-income: Fair value, inflation report and our outlook for bonds

Fixed-income: Fair value, inflation report and our outlook for bonds

FromSaxo Market Call


Fixed-income: Fair value, inflation report and our outlook for bonds

FromSaxo Market Call

ratings:
Length:
16 minutes
Released:
Jan 10, 2024
Format:
Podcast episode

Description

This is the first fixed-income episode of the year and we are talking about the negative start to the year with rising bond yields and one US rate cut almost being priced out already. We also talk about whether the US 10-year yield here at 4% is attractive and what the risks are and especially in the context of tomorrow's US inflation report. We also talk about our recently published quarterly outlook where we highlighted three scenarios in the economy and how these scenarios will impact the yield curve, with Peter Garnry and Althea Spinozzi.
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Released:
Jan 10, 2024
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.