bond yields

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...

In the AFR today I write about what an incredible week it was for markets. The fourth-largest monthly decline in unemployment on record and yet the Aussie dollar fell...

While the battle against COVID-19 isn’t yet won, the emergence of vaccines has provided a faint light of hope at the end of the tunnel. And with the world’s biggest...

Bonds have been in the news lately as we have seen growth rebound, inflation expectations rebound, and bond yields rising. In our April 2021 Update from the Australia...

In what now seems a distant memory, Australian Real Estate Investment Trusts (A-REITs) were rallying at the start of 2020, reaching a peak on 20 February 2020, up by...

The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a sell-off in yield-sensitive sectors such as REITs. Consistent with market...