Risks Build As Bonds Shoot For The Moon...

Digital Finance Analytics (DFA) Blog

Oct 07 2023 | 00:17:20

00:00 / 00:17:20

Show Notes

This has been another crazy week on the markets, as the truth of higher rates for longer has started to permeate not only bond markets, but equity markets too. And after a stunningly strong U.S. jobs report bolstered the case for more tightening from the Federal Reserve, the U.S. Treasury yield surge that has shaken markets in recent weeks may have further to run. As I discussed in my last show, US Jobs growth for September nearly doubled expectations as nonfarm payrolls increased by 336,000 for the month, strengthening views that policymakers will need to keep interest rates elevated to […]

Other Episodes

Episode

June 27, 2024 • 00:07:53

The Serious Money Is In Housing… But…

The ABS released their latest data on Household Wealth in the March 2024 quarter today. They say in aggregate terms, household wealth was up...

Episode 0

August 08, 2021 • 00:20:49

If You’re Not Worried About Your Financial Position - Should You Be? [Podcast]

I caught up with Steve Mickenbecker from Canstar to review some concerning recent research about household finances. We discussed strategies which may be considered...

Episode

March 27, 2025 • 00:18:58

Beyond The Budget BS…

In this show, I want to go beyond the superficial analysis of the recent budget given my in box has been flooded by “analysis:...