Trying to hear what's not being said
January 7, 2025 Leave a comment
British 30 year bond yields are in todays financial market news.
Much being said about their new highs being made.
It’s OK, they can float around here (+/- 1%).
They might be a little stretched but not at an extreme.
Same goes for #British 10’s.
January 7, 2025
rob@karriasset.com.au
#gilts
June 21, 2023 Leave a comment
British 10 year government bond yields are seldom this distance above its 200 week moving average while simultaneously registering a weekly overbought reading.
Forgetting Bank of England policy rate setting, I can see these 10’s back down around 2.40% over the coming 9-15 months.
Demand destruction commensurate with decline in GDP will aide this thesis.
June 21, 2023
by Rob Zdravevski
rob@karriasset.com.au
May 24, 2023 Leave a comment
My latest edition (written every Sunday) of Macro Extremes said, “In this weeks list, the British 10’s entered an overbought territory while the other 2, 3 and 5 year durations are nearly doing the same.”
And so during this current week we are now seeing the British government bond yields across 2, 3 and 5 year maturities trading at 2.5 standard deviations above their rolling weekly mean.
May 24, 2023
by Rob Zdravevski
rob@karriasset.com.au
rob zdravevski's blog 