Kohler’s Charts – Break Between Bonds And Equities

By Alan Kohler | More Articles by Alan Kohler

This chart from Chris Watling of Longview Economics shows a huge break between bonds and equities since the US election – bond prices have accelerated their declines while shares, at least in the US, have turned sharply.

Chris is featured in this week’s Talking Finance podcast, and I discuss the implications of the chart in detail in my Overview, so it’s worth checking out both! What’s going on is a huge shift for investors that is likely to last some time.

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About Alan Kohler

As well as being the founder of The Constant Investor, Alan is currently business editor at large of The Australian, finance presenter on ABC news, presenter of the Talking Business channel on Qantas inflight radio and adjunct professor in the business faculty of Victoria University.

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