Oil hits a three-month low and stock rally pauses as traders mull Fed ‘pivot’

Oil prices have fallen sharply over the past three weeks and are now at a 3-month low. Equity markets are contemplating whether the Fed will deliver a pivot in 2024. Dario Messi, Fixed Income Strategy, provides insights into the Bank’s view on high yield bonds, whilst Mathieu Racheter, Head of Equity Strategy, updates on the Q3 earnings season and the development of the year-end rally.00:00 Introduction by Bernadette Anderko (Investment Writing)00:24 Markets wrap-up by Alexander Petersen (Investment Writing)03:31 Fixed Income update by Dario Messi (Fixed Income Strategy)08:30 Equities update by Mathieu Racheter (Head of Equity Strategy)12:49 Closing remarks by Bernadette Anderko (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.