HALISTER1: Aussie Bonds Follow Global Yields Higher on Oil, Eco Data: NAB

Aussie Bonds Follow Global Yields Higher on Oil, Eco Data: NAB

(Bloomberg) -- Aussie bond market is following global bond yields higher, according to note today from NAB.
  • Factors supporting higher yields include:
    • Anticipation of a freeze or cut in oil production
    • A Clinton victory is looking more likely, and so market has firmed up Fed rate-hike expectations
    • Global economic data are surprising on the higher side of expectations
    • There’s uncertainty around foreign demand for U.S. Treasuries given hedging costs
  • Australia-U.S. 10-year yield differential has widened in the past two weeks in part because market has been making room for the new 30-year bond issuance
  • NOTE: Pricing for 2047 bonds expected today in Australia’s first ever sale of 30-year notes
  • Yield on 3-year bond rises to 1.748% today, highest since May 3, while 10-year yield touches 2.281%, a level unseen since June 24
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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