US companies are employing more people than ever, and wages are rising. That’s good for American workers, but not so good for the stockmarkets. John Stepek explains why.
The bond bull market of the last 30-odd years is over. The question now, says John Stepek, is how high can bond yields go before the stockmarket gets jittery?
US politicians’ wrangling about debt could lead to another government shutdown. But that’s just political showbiz, says John Stepek. The US Treasury has much more serious problems to worry about.
Investors have been talking about the end of the bond bull market for years. But it hasn’t materialised – until now.
Inflation is likely to be the big issue of the year. Here, John Stepek looks at how the global economy is faring with the charts that matter.
Bond yields have been falling for 35 years. Now, they could be about to turn. John Stepek explains what that means for the global economy, and for your money.
The US central bank has been cutting back on quantitative easing. But the ECB and Bank of Japan are still flooding the market with money. That could soon change.
At the height of Portugal’s debt crisis in 2011, it cost Lisbon considerably more to borrow over ten years than Rome. Not anymore.
The yield curve for US Treasury bonds –the gap between long-term and short-term interest rates – is narrowing. John Stepek explains why that matters, and what it means for the markets.
Donald Trump’s tax cuts is a big loosening of fiscal policy. But it’s the wrong time for that approach, says John Stepek. It could spark a bear market in bonds.
China’s bond market is far more important than the Chinese Stockmarket. And it may be time to start worrying.