Treasuries fell across the curve on Tuesday, with money markets still fully pricing in one rate cut by the Fed this year. Australia’s 10-year yield rose six basis points in early trading. Asian equities were mixed with Japanese stocks gaining while shares in Australia were steady ahead of Wednesday’s US inflation reading. Stock index futures pointed to gains for Hong Kong stocks.
Fund Manager Talk | Valuations reasonable across market, buying banks and consumer discretionary stocks: Anthony Heredia
The catalysts as well as potential drivers for the re-rating will be assessed and evaluated relative to current price, which makes it easier to implement
February 12, 2025