Podcast Episodes
Back to SearchTuesday: US bonds volatile ahead of PMIs
US Treasuries were volatile again overnight. The 10-year hit 5% and then slid in late New York trade, which dragged on the US dollar and boosted US s…
2 years, 5 months ago
Monday: Stocks down on high bond yields
Global stocks are starting the week down again thanks to high bond yields and plenty of nerves about geo-politics.
In our bonus deep-dive interview, A…
2 years, 5 months ago
Friday: US 10-year nudges 5% as Powell speaks
The US 10-year Treasury bond yield nudged 5% this morning after Jerome Powell reaffirmed the Fed was finding higher bond yields useful in fighting in…
2 years, 5 months ago
Thursday: US 10-year hits 16-year high of 4.91%
US Treasury bonds sold off again overnight, pushing the 10-year yield to 4.91%, its highest level since 2007. Oil rose 2% on a drop in US inventories…
2 years, 5 months ago
Wednesday: Hot US retail sales drive yields up
The bond market selloff resumed in earnest overnight after better than expected US retail sales figures
In part two of our bonus deep-dive interview, …
2 years, 5 months ago
Tuesday: US debt issue plans weigh on investors
Investor concerns about US Government plans for big issues of new Treasury bonds to fund ongoing deficits is driving up bond yields globally this mor…
2 years, 5 months ago
Monday: Oil & US$ stronger as Gaza invasion nears
Oil prices are up sharply this morning on signs Israeli troops will advance into Gaza within hours. A flight to safer assets is strengthening the US$…
2 years, 5 months ago
Friday: US$ & yields up on warm super-core inflation
US Treasury yields surged again overnight after fresh signs of heat in US super-core inflation data. That pushed the US dollar up against the Aussie …
2 years, 5 months ago
Thursday: Oil prices slide on Saudi assurances
Oil prices fell after Saudi Arabia reassured markets it would use its oil supplies to stabilise prices. US Treasury yields fell further on benign inf…
2 years, 5 months ago
Wednesday: Markets rally on Fed comments
Stocks and bonds rallied globally this morning after a Fed official said rates wouldn’t have to rise again. The A$ and NZ$ rose to multi-week highs v…
2 years, 5 months ago