Government bonds

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 …

The latest US inflation figures showed that consumer prices are rising more rapidly than expected. But markets shrugged. John Stepek asks why, and wha…

Gold rallied a little this week, while the US dollar drifted. Here’s how the charts that matter most to the global economy reacted.

The US dollar continued to strengthen this week. Here’s how the charts that reflect what matters most to the global economy reacted.

Commodity prices took a breather this week. Here’s how the charts that reflect what matters most to the global economy reacted.

There is talk of the ten-year US Treasury bond yield hitting 2%, which would be enough to threaten stock prices.

There are lots of reasons to believe that we will see lasting post-pandemic inflation – increased demand and squeezed supply chains, for example. But …

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…

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…

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…

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…

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…

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…

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…

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”. …

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…

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…

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.

As governments continue to stimulate their economies, investors are betting on a “V-shaped’ recovery and the return of inflation. John Stepek looks a…

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…

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…

The pandemic has put a huge hole in public finances – while bolstering many of the country's savings. Could one be used to bail out the other? Merryn …

Markets are preparing not just for a post-Covid “reflation” trade, but for the return of inflation – and financial repression. John Stepek explains wh…