US bond yields

Equities vs bonds: buy real returns

Equities vs bonds: buy real returns

One factor that could alter the judgement on current stock market prices are long-term interest rates, indicators of the alternative no-risk returns to the stockmarket, which are not fixed directly by the central banks but by the market itself.

ECB's next move

European Government Bonds – New Centre Of The Storm Or Anchor Of Stability?

Julius Baer Research | Bond yields in the US will likely consolidate thanks to the cap of yields in Europe, as the region is not the next eye of the storm, but the anchor for stability on global bond markets. In the short-and medium term, the ECB’s next move is more important than the Fed’s for bond investors globally.