We Need To Talk About Bonds

Bond yields are hitting multi-year highs around the world, so what is the bond market telling us about where interest rates are headed?

Host Mandy Drury speaks with CommBank Head of Market and Rates Strategy Adam Donaldson about what’s driving the global bond sell-off, why higher yields aren’t simply an inflation story and the structural forces pushing interest rates higher.

They unpack growing concerns around US policy credibility and the Fed, why Australian bonds could fare better, and what a higher-rate world could ultimately mean for investors and borrowers.

Plus, CommBank Economist and Currency Strategist Samara Hammoud shares the key focuses for markets in the week ahead.

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