Friday, May 1, 2015

April Month End: Bond Markets Go Volatile!


(chart "geeks": this blog's for you!!)

Euro zone deflation abruptly changed course:


10 year German Bond Yields responded with a significant move higher (prices fall).

From near 0% on April 20th to .37% yesterday, as bond investors now want an "inflation premium" to protect them.

Sentiment is changing and not just in Europe:


Bond yield curves are shifting in North America too.

It is too early to tell if this is a correction of markets that had got ahead of themselves or if it is marking a change in trend, but it is bond markets that lead all financial markets and it is important to keep a close watch on developments on this front.

Stay tuned!!

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