All eyes on labour stats, inflation and AI debt issuance.
Labour data, inflation and AI-related debt issuance will be among the key themes shaping US equities and fixed income markets this week, says Christian Roth, global co-CIO at Northern Trust Asset Management. In this episode, Roth also discusses the role of bonds in a diversified portfolio despite persistent inflation risks, and shares his outlook on the growing volume of AI debt issuance from some of the world’s largest tech firms. Looking ahead, Roth takes a less-consensus, positive outlook on the remainder of 2026, posing the question: what could go right in the months ahead?
In this episode:
📌 What key themes will shape US equities and fixed income markets this week?
📌 What role do bonds play in diversified portfolios amid persistent inflation risks?
📌 Can markets absorb the growing volume of AI-related debt issuance?
📌 A more optimistic market outlook: What could go right in the months ahead?
[This post was first published on Trader TV]
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