Up 2,500%… Is This the Correction to Buy?
Bond yields continue to rise, and high-yield corporate bonds are coming under pressure. Meanwhile, US equities remain worryingly narrow, while Australian stocks have just suffered a sharp sell-off.
Closing Bell
Global Bond Rout Puts the ASX on the Edge
Charlie and Murray examine the synchronised rise in global yields, the growing competition for capital between governments and the AI investment boom, and the key levels that could determine whether the ASX stabilises or suffers another sharp leg lower.
Is It Time to Go Fishing?
With US bond yields rising and the 10-year yield reaching a level last seen in 2007, Charlie and I step back to examine the 40-year cycle in interest rates and what bear flattening of the yield curve has meant for stocks.
Rising Yields and Roaring Commodities Rattle Markets
In this week’s The Closing Bell, Murray examines how the Iran war, rising Japanese interest rates and the threat of a powerful El Niño could be feeding a perfect storm for markets.
Rising Yields, Hot Uranium Stocks and Your Picks
Four viewer picks: a speculative data centre technology play, a vertically integrated water services provider, a brownfields gold miner and a uranium miner.
Nvidia Keeps the Party Going
Nvidia has done it again, delivering another blockbuster result and keeping animal spirits alive. But the strength is spreading well beyond AI. Beaten-up SaaS stocks are bouncing back from the SaaSpocalypse, while uranium, zinc, copper, gold and silver are all attracting serious buying.
