Bond vigilantes return as inflation and debt rattle traditional stock-bond relationship
By
Marcel Peereboom Voller
Sat on the counter overnight. Well past its best.
Summary
This column discusses the return of "bond vigilantes" (obligatiemarkt waakhonden) as the traditional inverse relationship between stocks and bonds weakens. In a world of higher inflation, rising debt, and geopolitical tensions, bond investors are becoming increasingly nervous, putting pressure on price-to-earnings ratios. The article also references a heat index indicator for marathon running.
Key quotes
· 4 pulledStaatsobligaties waren altijd de brandblussers van iedere portefeuille.
Wanneer aandelen daalden, stegen obligaties. Maar die relatie wankelt.
In een wereld van hogere inflatie, oplopende schulden en geopolitieke spanningen worden obligatiebeleggers steeds nerveuzer.
De bond vigilantes, de waakhonden van de obligatiemarkt, zijn terug.
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