Australian government bonds Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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05:31
Sep 11
Sep 11
Australian bonds attractive after 15-year yield backup.
Australian government bonds are at yield levels not seen in about 15 years, so forward-looking returns are solid relative to the past decade; investors can take extra duration risk there to lock in attractive gains.
HIGH
17:35
Sep 09
Sep 09
Australian and U.S. duration still diversify.
Monetary and fiscal policies are less synchronized, making global duration more interesting; he likes Australian duration, and pushes back on the idea that U.S. duration has lost its diversification value because it will still provide protection and income in downturns.
MED
08:12
Sep 01
Sep 01
Global bond yields rising in higher regime.
The global bond selloff is being driven by inflation risks, supply/demand imbalances, heavy corporate issuance, government profligacy, and acceptance that the neutral rate is higher and central banks need restrictive policy. This is showing up in Japan's 3% yield, Australia's highest yields since 2011, and rising 10-year U.S. Treasury yields, reflecting a higher-yield regime.
HIGH
04:38
Jul 22
Jul 22
Aussie bonds and AUD offer dual gains
Australian dollar bonds are attractive because they offer yields around 5% and the Australian dollar itself is in an appreciation trend. As long as AUD continues to strengthen, the total return from Aussie bonds becomes a compelling alternative to low-yielding deposits.
MED
06:34
Jul 07
Jul 07
Long European and Australian bonds.
Built a long duration stance in portfolio, diversified into European and Australian bonds; expects rates eventually to ease.
MED
14:52
Jun 24
Jun 24
Short US bonds, buy Australian bonds.
The US labor market has been surprisingly strong, real yields have risen, and US Treasuries look too expensive relative to the rest of the world. The biggest shorts in their bond portfolios are in US Treasuries, while they bought Australian bonds as a relative value long.
HIGH
18:52
Jun 16
Jun 16
Australian bonds near hiking cycle end.
The Reserve Bank of Australia started raising rates early and is now near the end of its hiking cycle. Australian bonds are attractive as the market adjusts to the end of tightening.
MED
08:53
Mar 03
Mar 03
Oil inflation pressures government bonds.
Investors are selling government debt because the rise in oil prices is seen as sustainable, feeding inflation concerns and forcing traders to reassess rate-cut bets. Yields are rising across Asia-Pacific, including Australia, Japan, and Korea, and the long end is under pressure because central banks are likely to be slow to respond; this may be hard to reverse unless the Middle East conflict ends quickly.
HIGH
About Australian government bonds Investor Commentary
Across the available history and selected sources, Buzzberg tracks Australian government bonds across 2 sources: 6 bullish vs 2 bearish calls from 8 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 8 total trade ideas tracked. Latest voices: Isaac Poole, Lotfi Karoui, Paul Dobson.