Episodes
Tuesday Oct 03, 2023
Fixed-income: Keep it short if you think about bonds
Tuesday Oct 03, 2023
Tuesday Oct 03, 2023
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.
Version: 20241125