How to build a portfolio when bonds fail to buffer stocks

Illustration: Satoshi Kambayashi

Apr 14th 2026|4 min read

Few finance geeks are awake for long each day before they start scrolling through data to see how markets moved overnight. Your columnist, for example, keeps a much-loved dashboard that, with just a couple of clicks, shows all his favourite currency pairs, yield curves and indices (he hears some people cultivate bonsai instead). It often takes surprisingly few numbers to forge a decent guess at what is happening in dozens of markets, and what the morning’s headlines are.