B · Normal
[HSBC turns bullish on bonds and believes that the sell-off in the fixed-income market has been "excessive"] On October 26, HSBC strategists adjusted their stance on developed market government bonds from maximum underweight to overweight, saying that the underperformance was "excessive." At the same time, the stance on the stock was revised to Neutral from Maximum Overweight. The team led by Max Kettner pointed out that the Middle East and oil, a possible shift in the Federal Reserve's hawkish stance, and free cash flow of hyperscale data center operators will be the three major themes in 2027.
Global market intelligence 🕐 2026-10-26 18:51

Related telegraphs

Comments

0/500
Captcha (click to refresh)
No comments yet