18 May 2018 (AFR) - As inflationary pressures build, beware bond yield danger zone - Investors to ditch equities if US 10-year bond yield hits 3.6 per cent

(18 May 2018, AFR, p32, by Karen Maley)

‘How far do bond yields have to rise before triggering a major US share market sell-off? That’s the guessing game the world’s top fund managers are playing now that the… 76 more words

1.Market Observations

18 May 2018 (AFR) - Myron Scholes: Inflation shock could come from anywhere

(18 May 2018, AFR, p30, by Vesna Poljak)

‘The world’s largest economy could experience an inflationary shock that would force the US Federal Reserve to raise interest rates faster than anticipated, and without the rise in wages that it is counting on, warns the financial economist Myron Scholes. 44 more words

1.Market Observations

18 May 2018 (AFR) - Macquarie: generation bond bull market is over

(18 May 2018, AFR, p30, by John Kehoe)

‘Macquarie Group has declared a generation of investors will experience for the first time the “end of the great bond bull market”, after the US 10-year government bond yield… 68 more words

1.Market Observations

18 May 2018 (AFR) - New Italian government wants €250b of debt forgiven in a market shake-up

(18 May 2018, AFR, p14, by Dhara Ranasinghe and Danilo Masoni)

‘Italy’s borrowing costs jumped and its stocks slid after a draft program for a potential coalition government revealed plans to demand €250 billion ($550 billion) of debt forgiveness and create procedures to allow countries to exit the euro. 98 more words

1.Market Observations

18 May 2018 (AFR) - No pay rise? Blame Baby Boomers - Women, baby boomers lured by more jobs give employers options

(18 May 2018, AFR, p5, by Jacob Greber)

‘A potent combination of more women entering the workforce and a record number of baby boomers clinging to their jobs is providing employers with an… 58 more words

1.Market Observations

18 May 2018 (TheAge) - Is the 36-year bond bull market finally coming to an end?

(18 May 2018, The Age, p29, Stephen Bartholomeusz)

‘After a couple of false dawns, it would appear the 36-year bull market in bonds may finally be ending. 36 more words

1.Market Observations

17 May 2018 (AFR) - Wall Street's bulls wary of bond sell-off

(17 May 2018, AFR, p26, by: John Kehoe, Vesna Poljak)

‘Good news about the US economy has lifted the greenback and pushed US government bond yields to near-decade highs on bets of firming inflation and rising interest rates, a development that… 63 more words

1.Market Observations