We mentioned bond yields earlier and the US 10-years have made fresh 12-month highs this week but while we are bullish longer dated yields a period of consolidation wouldn’t surprise. However so far the rise in yields has seen polarisation in performance towards Banks & Resources but the underlying index has remained strong.
scroll
Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
Close
Thursday 11th September – Dow off -220pts, SPI off -20pts
Close
Market Matters Monthly Video Update: Portfolio Performance for November 2025
Close
Wednesday 10th September – Dow up +196pts, SPI down -4pts
Close
MM is bullish 10-year bond yields medium-term
Relevant suggested news and content from the site
Video
WATCH
Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
Recorded Friday 20th February 2026
Podcast
LISTEN
Thursday 11th September – Dow off -220pts, SPI off -20pts
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Monthly Video Update: Portfolio Performance for November 2025
Recorded Wednesday 10th December
Podcast
LISTEN
Wednesday 10th September – Dow up +196pts, SPI down -4pts
Daily Podcast Direct from the Desk
Members only
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.