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

September 13, 2019 • 00:26:01

The Empire Strikes Back! [Podcast]

Commentary on the disgraceful AFR article published today, and an update on the cash ban proposals. Share this:EmailPrintTwitterFacebookLinkedInReddit

Episode

May 11, 2024 • 00:22:08

Into The Storm: What Next?

This is my weekly market update, starting in the US, crossing to Europe, then Asia and ending in Australia plus commodities and crypto. An...

Episode 0

June 04, 2023 • 00:22:35

Mortgage Stress Hits Another High!

This is a summary of the latest from our surveys, as we track rising financial stress across the country. ASIC’s MoneySmart has some useful...