Government bonds

The charts that matter: the dollar extends its fall
Global Economy

The charts that matter: the dollar extends its fall

The US dollar took quite the tumble this week. Here’s how the charts that matter most to the global economy reacted.
17 Apr 2021
The US dollar will soon start to slide
US flag in front of the White House
Currencies

The US dollar will soon start to slide

The US dollar enjoyed its best quarter since 2018 in the first three months of this year, driven by higher US Treasury bond yields. But the period of …
16 Apr 2021
US inflation is rising – but it’s not enough to rattle markets yet
Supermarket cashier
Inflation

US inflation is rising – but it’s not enough to rattle markets yet

The latest US inflation figures showed that consumer prices are rising more rapidly than expected. But markets shrugged. John Stepek asks why, and wha…
14 Apr 2021
The charts that matter: gold up; dollar down
Global Economy

The charts that matter: gold up; dollar down

Gold rallied a little this week, while the US dollar drifted. Here’s how the charts that matter most to the global economy reacted.
10 Apr 2021
The charts that matter: the US dollar flexes its muscles
Global Economy

The charts that matter: the US dollar flexes its muscles

The US dollar continued to strengthen this week. Here’s how the charts that reflect what matters most to the global economy reacted.
3 Apr 2021
The charts that matter: commodity prices pause for breath
Global Economy

The charts that matter: commodity prices pause for breath

Commodity prices took a breather this week. Here’s how the charts that reflect what matters most to the global economy reacted.
27 Mar 2021
Stocks and bonds are heading for an inflation scare
US stockmarkets

Stocks and bonds are heading for an inflation scare

There is talk of the ten-year US Treasury bond yield hitting 2%, which would be enough to threaten stock prices.
26 Mar 2021
Cover of MoneyWeek magazine issue no 1022, Friday 23 October 2020

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Here’s why inflation will take off after the pandemic
Inflation

Here’s why inflation will take off after the pandemic

There are lots of reasons to believe that we will see lasting post-pandemic inflation – increased demand and squeezed supply chains, for example. But …
22 Mar 2021
The charts that matter: the Fed puts the cat right in among investors’ pigeons
Global Economy

The charts that matter: the Fed puts the cat right in among investors’ pigeons

With the US Federal Reserve signalling its relaxed attitude to inflation, markets went a little haywire towards the end of this week. Here’s what happ…
20 Mar 2021
Oil, bonds and tech stocks tumble – what’s going on?
Stockmarkets

Oil, bonds and tech stocks tumble – what’s going on?

The market’s delayed reaction to the Fed’s statement on interest rates led to all manner of assets selling off. John Stepek looks at what’s going on a…
19 Mar 2021
“The economics of investing in bonds has become stupid”
Government bonds

“The economics of investing in bonds has become stupid”

Ray Dalio, one of the world’s most successful hedge fund managers, says that investing in bonds right now is “stupid”. But why, and what does he sugge…
16 Mar 2021
It's a big week for the US Federal Reserve – and for markets
Government bonds

It's a big week for the US Federal Reserve – and for markets

The US central bank says it’s not worried about inflation and expects interest rates to stay low for a long time. The trouble is, the market doesn’t b…
15 Mar 2021
The charts that matter: tech stocks bounce as Biden throws cash around
Global Economy

The charts that matter: tech stocks bounce as Biden throws cash around

In a week when US politicians approved $1.9trn in stimulus spending and tech stocks paused their selloff, we look at what’s happened to the charts tha…
13 Mar 2021
The European Central Bank fumbles its way towards yield curve control
EU Economy

The European Central Bank fumbles its way towards yield curve control

The EU’s economic recovery is faltering, but its bond yields keep rising. That makes things tricky for the European Central Bank, says John Stepek. He…
12 Mar 2021
Rising bond yields rattle the financial system, sending tech stocks down
US stockmarkets

Rising bond yields rattle the financial system, sending tech stocks down

The yield on the US ten-year Treasury has risen from 0.9% at the start of the year to almost 1.6% this week, making stocks  – especially expensive tec…
12 Mar 2021
What is “yield curve control” and why is it coming to a central bank near you?
Government bonds

What is “yield curve control” and why is it coming to a central bank near you?

Central banks around the world are determined not to let interest rates go up too quickly or by too much – a practice known as “yield curve control”. …
1 Mar 2021
The charts that matter: rising bond yields send markets into a tizz
Global Economy

The charts that matter: rising bond yields send markets into a tizz

Markets suffered a chaotic week as bond yields continued to climb. We look at how the week’s events have affected the charts that matter most to the g…
27 Feb 2021
Are we heading for another bond market tantrum?
Government bonds

Are we heading for another bond market tantrum?

The last time the US central bank tried tightening the purse strings, the bond markets threw a tantrum. With yields now rising, could we be about to s…
25 Feb 2021
The charts that matter: bond investors feel the pain
Global Economy

The charts that matter: bond investors feel the pain

In a week when Germany had to start paying to borrow money again, we take a look at how the charts that matter most to the global economy have fared.
20 Feb 2021
What rising interest rates and inflation will do to markets
Investment strategy

What rising interest rates and inflation will do to markets

As governments continue to stimulate their economies, investors are betting on a “V-shaped’ recovery and the return of inflation. John Stepek looks a…
19 Feb 2021
Will higher bond yields sink equities?
Government bonds

Will higher bond yields sink equities?

Bond yields have been ticking back up since the autumn, with the benchmark US ten-year bond now above 1.2%. That could tempt investors away from share…
19 Feb 2021
The charts that matter: Tesla buys bitcoin and commodities surge
Global Economy

The charts that matter: Tesla buys bitcoin and commodities surge

In a week when Elon Musk piled into bitcoin in a big way and commodities continued their rise, John Stepek looks at how that affects the charts that m…
13 Feb 2021