rising bond yields

Callum Thomas

I wanted to highlight this chart because the latest data basically makes it start to look like it's going against my previous thinking. The "flash global manufacturing PMI" which is an indicator I put together based on the flash readings of the Europe, US, and Japan manufacturing PMIs has weakened... Show More

Mathan Somasundaram

Market was choppy all day but finished well in the positive territory to deliver the best week since mid-July. Get used to higher volatility…..it is going to be with us for the rest of 2016. Markets have priced in the optimism from the new US leadership while uncertainty still looms... Show More

Clime Asset Management

We believe that bond yields have finally bottomed. As they begin to increase gradually, investors can expect a higher ‘risk-free’ return from longer term government bonds. This, in turn, should see a jump in the required returns from other riskier asset classes such as equities, placing pressure on current valuations.... Show More

Mathan Somasundaram

Sunset Strip | Aussie market maintained the negative sentiment from rates being left unchanged by RBA. Turnover was just above $5.5billion. RBA member said AUDUSD has a bit further to fall, Unemployment to go higher and GDP growth needs to hit 3% for unemployment to turn. We don't see GDP... Show More