The broad theme is that rising interest rates have put pressure on bond and share markets in recent weeks. This is providing a challenge for funds across the board: The US share market has plateaued since early August, with rising bond yields creating headwinds for shares/equities. Nevertheless, the US market has been supported by technology … Read more
Bond markets
Corporate earnings supported global equity markets in August
Global equities rose during August, supported by exceptionally strong corporate earnings and resilient economic activity. This occurred despite ongoing tensions in the Middle East and upward pressure on interest rates. The global second quarter earnings season has been significantly stronger than expected and remains an important support for equity markets. In the United States, the … Read more
Escalation in Middle East conflict is raising inflation fears, pushing up bond yields
An article on CNN advises that “Yellow lights are flashing in the most important market on the planet: The US bond market”. The yield on the benchmark 10-year Treasury, climbed on Wednesday 2nd September to the highest level in nearly three years as the Middle East conflict escalated, reinforcing inflation fears. In Germany, the 10-year … Read more
