The following audio episode provides an in depth discussion of this weeks news from "The Edge".
The Weekly Edge – Up to 17th April 2025
Brought to you by the team at Gilt Investments
Welcome back to The Weekly Edge, your trusted compass in a world where markets swing harder than a toddler on red cordial. Every day, we break down what matters most in The Edge—and each week, we pull together the big themes and sharper insights to help you stay one step ahead in fixed-income markets.
Trade Tantrums, Stagflation Shadows & Bond Market Jitters
In this Episode of The Weekly Edge, Rich and Al tackle a turbulent week that saw global markets rattled by tariff threats, bond volatility, and the creeping specter of stagflation. From Trump’s tariff salvos to China’s counterpunches and the safe-haven unraveling of U.S. Treasuries, this week’s macro headlines had teeth.
Al explains why bond yields are rising despite recession fears, and how the “safe assets” of the past may be the risk drivers of tomorrow. Rich draws parallels between the global chessboard and Aussie shores—where job numbers are weakening, credit markets are tightening, and investors are being forced to rethink traditional diversification.
Key takeaways? Don’t expect the old rules to hold. With inflation sticking, debt rising, and geopolitical tensions climbing, it’s time for flexible thinking, real diversification, and an honest reassessment of portfolio resilience.
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That’s all for this week.
Stay sharp, stay steady, and we’ll see you next time on The Weekly Edge.
— Brought to you by the team at Gilt Investments
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