Heed the alarming writing on the wall left by bond bandits
Insouciant equity investors are slowly waking up to the risks if Donald Trump is returned to the White House at the US presidential elections next week.
With the US presidential election looming on Tuesday, and the spectre of a highly inflationary outcome regardless of the result, markets are nervous.
All eyes are focused on interest rates and consumer price pressures, which have surprised complacent observers with their strength.
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Christopher Joye is a portfolio manager with Coolabah Capital, which invests in securities, including those discussed in his column. Connect with Christopher on Twitter.
