David Jane: Bond yields and dollar weakness

There has been talk about rising bond yields of late and this may well be an important new trend. Equally important, however, is the recent weakness of the US dollar. The rise in yields in the US has led to a steepening of the yield curve, implying stronger growth and/or inflation, which is a positive signal for markets - equity markets, at least, not bond markets - while the weak dollar is supportive of global growth and rising commodity prices. There's still time to catch PA's Multi-Asset Roadshow in Bristol (7 Feb) and London (8 Feb). Register here This would suggest a strong st...