Filters
Who's afraid of bond vigilantes?
Last Updated: September 30, 2025
Benchmark US government bond yields have been rising in anticipation of the end of lockdown unleashing a tsunami of pent-up consumer demand, powered by a fresh $1.9 trillion stimulus package. Concerns that this will lead to a persistent rise in inflation brought the ‘bond vigilantes’ out in force, pushing 10-year Treasury yields above 1.60% for the first time since December 2019.
Review of the week: Fun, in a coat
Last Updated: September 30, 2025
The air is cold but the company is warm. England wraps up for the reopening of pubs and restaurants.
Review of the week: Earning favour
Last Updated: September 30, 2025
Company profits are bouncing back fast in 2021, but we are not out of the COVID cavern yet. If the virus remains unchecked in South America and Asia, it may weigh on global growth.
Scotsman Annual Investment Conference 2021 David Coombs
Last Updated: September 30, 2025
Scotsman Annual Investment Conference 2021 David Coombs
Review of the week: Getting there
Last Updated: September 30, 2025
An economic upswing is in force in the US and UK, even Europe is getting its act together. A full-blown boom may be on the cards for the rest of 2021, but that doesn’t necessarily mean smooth sailing for stock markets.
Review of the week: Power of positivity
Last Updated: September 30, 2025
Be the change you want to see in the market. When it comes to economics, sentiment is a heavy influence. That bodes well for the rest of the year.
Review of the week: One-track mind
Last Updated: September 30, 2025
Inflation is all investors can think about right now, causing stock markets to wobble a bit. More focus should be on the steady march to recovery. There’s fun to be had.
Review of the week: Stuck in inflation fixation?
Last Updated: September 30, 2025
Inflation concerns aren’t receding despite policymakers’ best efforts. Expect more inflation scares to trigger further stock and bond market volatility.
Review of the week: Making a change
Last Updated: September 30, 2025
Breaking the inertia of old habits can be revitalising. Brits are up for a change and that could spark a regional economic revival.
Review of the week: A changing tune
Last Updated: September 30, 2025
After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.
Review of the week: Laborious statistics
Last Updated: September 30, 2025
Jobs are the key to true recovery and the best clue to the path of longer-term inflation. Meanwhile, the great vaccination rolls on.
Review of the week: Federal foresight
Last Updated: September 30, 2025
The US central bank’s nod to the surging American recovery frightened markets last week. These wobbly moments could become a longer-term fixture of the global recovery.