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Bonds Hold their Breath

Apr 5, 2021

9:13 am

• More good news in the US economy – job gains a blow out in March • Growth surge risks more inflation risk; supply lines under pressure • Biden keeps adding to his spending plans – bond markets are worried • Developed market equities had a good quarter, but Emerging markets struggled • Fixed income…

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Better Growth Offsets Inflation Angst

Mar 30, 2021

7:10 am

• US bond yields still heading higher, but the slower pace could settle nerves • Inflation expectations priced into bond markets now at realistic levels • European economic recovery finally seems ready for take-off good news for equities • Emerging Market underperformance to moderate as investor inflows resume Bond tantrum fading, yields still rising. The…

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Powell Signals “Green for Go”

Mar 23, 2021

12:03 am

• The Fed sees growth but no lasting inflation • The market is pricing a return to pre-GFC inflation of 2.25% • Bond yields are set to rise and pose a quandary for investors facing low yields and high rate risk • Old-fashioned dividend stocks offer a way out • They offer higher income, growth…

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Will the Fed Twist or Stand?

Mar 15, 2021

9:21 am

• The Fed meets this week. Will they twist QE to suppress long term US yields? • They have much to think about inflation, but no change in stance expected. • Market inflation forecasts on the rise. • Will the Fed recognise that the passing of Biden’s plans questions how long they can keep rates…

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