In this episode, we unpack a turbulent week in global markets as trade tensions, political uncertainty, and bond market volatility take centre stage.
Key highlights include:

• Markets on edge: Equity markets recoiled early in the week amid escalating U.S.–China trade tensions and concerns over central bank independence, before staging a modest recovery.
  
  
• Yields on the move: U.S. 10-year Treasury yields surged past 4.4% before easing — a reflection of rising inflation fears and fragile investor sentiment. Australian yields followed a similar arc.
  
  
• Global outlook softens: The IMF downgraded growth forecasts, adding to the cautious mood. Investors are now watching for signs that trade disruptions and weak demand could deepen economic pressure.

Get access to the graphs: www.investsense.com.au/industry-articles/markets-caught-between-tension-and-relief 

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