bond yields

It is simpler to use PE ratios to value stocks than the "Fed" model of the equity risk premium.

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..

The recent U.S. banking market volatility has led to concerns around the cost and availability of credit for commercial real estate in Australia. A reduction in...

Bond Yields vs the PMI: As alluded to in the section on treasuries in our latest report, one impact of a weakening growth outlook would be relief for bonds (our...

At this point in the cycle, we believe risks are asymmetrical and skewed to the downside regarding government bond yields. With the Federal Reserve expected to pause...

For yield-hungry investors, the buffet is open. After more than a decade of extremely low interest rates, the leveraged credit markets in Europe and the United...

In anticipation of further rate increases from the Reserve Bank of Australia (RBA), fixed income markets are ‘pricing in’ the current tightening cycle. However, to...

After the largest bond market sell-off in 30 years, and with risk markets pricing in a higher probability of recession, global fixed interest and credit markets offer...

Inflationary pressures have been stubbornly persistent in most economies this year given COVID-19 supply chain disruptions, labour shortages and energy price...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...

Returns on bonds can be further increased when bonds approaching their maturity or call dates are reinvested ahead of time. We look at the benefits of actively...

Treasury Yields and the Long-Term Rate of Inflation: A lot of people have gotten excited about the surge in annual inflation rates, but in my view it’s arguably...

Hurricanes Harvey, Irma and Maria may have devastated parts of the US in 2017 but the Janet Yellen-led Federal Reserve was determined to persist with an unprecedented...

For the first time in over a decade, it looks like overnight cash rates are finally going to rise at some stage in 2022.This is the moment the bond doomsayers have...

Despite COVID's continued grip on our lives and, of course, mounting fears of inflation, Munro Partners, Tribeca Investment Partners and Redpoint Investment Management...

The inflection points in financial markets look clearer in the charts than they feel in the heat of the moment. When it comes to monetary policy, the watersheds are...

A supercycle bull market in bonds, which saw 10-year yields fall from around 16% to lows last year of around zero (and lower still in some countries) has been a key...

Capital markets do not always behave as expected, as evidenced by the decline in core government bond yields in recent weeks, and the flattening yield curves that have...

The G & T might be replaced with the T & T on the Northern Hemisphere cocktail circuit this summer – tapering and transitory will feature prominently in conversations...

The ASX200 pushed ever higher last week taking its advance to ~12% year to date but following sharp losses in the US on Friday this week’s going to start off on a...