russellclark

Am I wrong on bonds? JGBs and even German bond yields have hit highs recently...... but If I look at the performance of Staples... then seem to be implying a huge fall in bond yields...

Sony reported good results and boosted forecast, and the stock spiked and then sold off, to end flat. I am always cautious when good results are not rewarded by the market - its means that there is something else to look at. With gaming stocks, I think it is the cost pressure of memory chip price spike. We will see.