bond yields

When the RBA moves into its easing cycle, we see opportunities in government bonds for income seekers and those looking for capital growth.

Following a long period of low yields and price destruction driven by the monetary tightening cycle, bonds have bounced back in 2024.

The Fed chose a bold first move to ensure a soft landing. The ensuing trajectory remains very dependent on the US elections outcome though.

Interest rate cuts are being delayed, a pattern repeated many times this year.

Latest CPI data shows Australian inflation continues to moderate, triggering a substantial shift in market sentiment on interest rates.

All the big moves from today's trade on the Australian stock market and more...

Plus, the firm's Head of Credit Research shares how the team is viewing the current landscape.

In this article we review recent activity in the bond market.

CCI has constructed measures of the value of bank equities relative to bank bonds.

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...