It’s the tale of the bear and the bull in this week’s Market Moments QPod episode. Listen to the full conversation to get behind the tension between the Bull’s stance centred on unprecedented stimulus and economic rebound, and the Bear’s case of the COVID spread with an uneven and challenging economic recovery.

The team also provide a breakdown of:

- Primary themes expected to impact on investor sentiment especially the heightened focus on the race to develop a vaccine and the forthcoming US election

- Our view on why FTSE isn’t stronger compared to the US in terms of attracting more capital

- The three reasons why we are expecting lower credit issuance over the coming month

- The fascinating story unfolding in the global economic data

- Update in both the Australian and European chapters in the global bond story

- Latest climate change scenario modelling from the RBA and the parallels between COVID and climate change in terms of the transition risk we’re all facing.

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