June 2025 – Bond Market Review
Mid-2025 bond market review shows easing inflation, robust job creation, and a likely normalization of monetary policy with a steepening yield curve expected. Read more on our monthly insights.
6/20/25: FOMC Holds Rates as Economic Growth Slows
FOMC holds rates steady amid slowing economic growth and rising inflation forecasts, while retail sales and housing starts decline, reflecting moderating economic conditions.
6/13/25: Geopolitical Conflicts Shakes Markets
Geopolitical tensions spike as Israel’s military action against Iran rattles markets, causing oil and gold prices to surge and increasing market volatility.
6/6/25: Labor Market Shows Strain, Fed Cuts Still on Horizon
Labor market shows strain with moderated job growth and rising jobless claims, but Fed rate cuts are still anticipated later this year.
5/30/25: Markets Rally on Tariff Delay and Confidence Rebounds
Markets rallied as tariffs on EU goods were delayed, consumer confidence rebounded, and inflation remained subdued, while the Fed signaled patience on future rate cuts.
May 2025 – Bond Market Review
U.S. economy faces slower momentum in 2025 with easing inflation, job market shifts, and potential Federal Reserve policy changes.
5/23/25: Treasury Yields Swing Amid U.S. Credit Downgrade and Fiscal Uncertainty
Stay informed with our latest market insights: Explore this week’s fixed income volatility, US credit rating downgrade, and upcoming economic data releases impacting Treasury yields and consumer confidence.
5/16/25: Trade Talks and Easing Inflation Lifts Markets
U.S.-China trade talks and easing inflation lift markets, but consumer sentiment weakens amid tariff concerns. Markets remain cautiously optimistic despite mixed economic signals.
5/9/25: Markets Keep Steady on FED Hold and Trade Optimism
Markets remain steady as the Federal Reserve holds interest rates and optimism grows over trade deals with the UK and China.
5/2/25: Strong Economic Data and Cooling Inflation Stimulates Market Optimism
Economic data shows resilient labor market and cooling inflation, fostering market optimism. The Federal Reserve is likely to hold rates steady amid easing tariff tensions.