The Art of Investing

← The Art of Investing25. Sept. · 1 Std. 08 Min.

Stocks & Bond Yields at Record Highs...Something Must Break

Stocks & Bond Yields at Record Highs...Something Must Break25. Sept.1 Std. 08 Min.

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This week on The Art of Investing, Rich, Mark and Chris are joined by resident strategist Stewie Thompson to unpack a huge few days for global markets.

After three major central bank decisions, attention has quickly shifted back to inflation, interest rates and the bond market. Stronger-than-expected US economic data has pushed bond yields higher again and raised a big question for investors: how high can rates go before they start pulling money away from equities and other risk assets?

The team looks at what’s happening across US Treasuries, UK gilts and Japanese bonds, why the “competition for capital” matters, and whether central banks risk falling behind the curve.