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Not invested in bonds? Here’s why you should be in this climate

Even if Trump walks back much of his tariff agenda, a 10 per cent global levy and 60 per cent on China would still hit the US economy. For investors, that means it’s time to play defence.

After a month of global turmoil, it was good to refocus on the Australian economy last week with the latest inflation data.

All inflation indicators were back within the Reserve Bank’s target zone of 2 per cent to 3 per cent – headline inflation was at 2.4 per cent, underlying (trimmed mean) at 2.9 per cent and the March monthly indicator was at 2.4 per cent year-on-year.

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    Original URL: https://www.afr.com/markets/debt-markets/not-invested-in-bonds-here-s-why-you-should-be-in-this-climate-20250501-p5lvpy