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Weak payrolls lift stocks, but yields stay elevated
Equity markets rallied on Friday after a surprisingly weak US jobs report fuelled hopes that the Federal Reserve may remain on hold for longer. Howev…
1 week, 4 days ago
The View Beyond: Higher yields, risk or opportunity?
With the US 10-year treasury yield recently crossing the 5% threshold and the Federal Reserve maintaining a hawkish stance, bond investors are facing…
1 week, 6 days ago
Yields surge, oil rallies, and all eyes turn to payrolls
Markets endured a turbulent start to the fourth quarter as a global bond sell-off pushed US Treasury yields to their highest level since 2002 and int…
2 weeks ago
Sticky inflation meets resilient markets
European inflation surprised to the upside, driven by energy prices, while softer US inflation data offered some reassurance for markets. However, th…
2 weeks, 1 day ago
Fed's Williams tempers October hike fears
Whilst the 30-year US Treasury bond yield rose for a sixth consecutive session, traders were calmed somewhat by comments from New York Federal Reserv…
2 weeks, 2 days ago
Yields up, AI accelerates, cities adapt
Rising oil prices and higher bond yields are keeping inflation concerns front and centre, pushing US Treasury yields to their highest level since 200…
2 weeks, 3 days ago
Oil rallies, bonds struggle and equities hold their ground
Global bond yields moved higher once again as oil prices rallied following President Trump’s rejection of Iran’s ceasefire proposal. Meanwhile, Chine…
2 weeks, 4 days ago
The View Beyond: Can Trump-Xi talks shift market sentiment?
US-China relations are back in the spotlight, with investors watching whether talks between Presidents Trump and Xi can deliver meaningful progress a…
2 weeks, 6 days ago
Dollar strength, gold’s next move and painfully high yields
Rising government bond yields remain at the centre of investors' attention as expectations for further rate hikes in the US and Europe continue to bu…
3 weeks ago
US Treasury yields surge the most since last year’s tariff turmoil and what's next for gold?
US Treasury yields surge the most since last year's tariff turmoil and what's next for gold? Bond yields surged globally as stronger-than-expected ec…
3 weeks, 1 day ago