The year is only one month old, and we’ve already seen major moves across financial markets with the craziness of the “Reddit Army” the most eye catching, we still believe there’s a lot more to come but its likely to be through more orthodox channels.
The correlation between the local 3-year bond yield and ASX200 is not surprisingly very clear, since yields started grinding lower from the 4-5% area equities have become a relatively more attractive asset class
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