Credit Suisse: Stay long bonds

Wednesday 27 March 2019

Via the excellent Damien Boey at Credit Suisse:

What a difference a few weeks make! We wrote on 19 March 2019 about the outlook for bonds. But in a very short space of time, bond yields globally have hit new cycle lows, while in Australia, they have hit new historical lows.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.