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.
Interest-rate rises may be closer than we think, and the 35-year bond bull market could soon be over, says one analyst.
Events in the bond markets this week are a reminder of how overstretched bond prices are and how investors are unlikely to make money from them.
The great bond bull market may have finally hit a turning point. And there are just two ways for it to end, says John Stepek: badly, or very badly.
Asset allocation is at least as important as individual share selection. So where should you be putting your money? Here’s our monthly take on the major asset classes.
When the US Treasury considered zero-coupon perpetual bonds years ago, it was greeted as a joke. Not now, says Edward Chancellor.
Forget about central banks not having a plan, says Cris Sholto Heaton. Investors will come to realise they haven’t got a clue.
Contrary to custom, bond and stock prices are hitting records at the same time in America.
Nobody buys bonds at these levels thinking they are attractive. So who is buying, asks Andrew Van Sickle.
Last week S&P threatened to downgrade South African debt to junk status. In the event, it didn’t. But a downgrade looks “almost inevitable”.
With more and more government debt trading on negative yields, the bond bubble continues to swell. John Stepek looks at what could prompt it to burst.