Latest Insights
Weekly Highlights
7/11/25: Tariff Tensions Rise, Fed Divided on Cuts
Tariff tensions rise as the Trump Administration proposes higher tariffs, while the Fed remains divided on rate cuts amid stable labor market conditions and mixed inflation signals.
July 11, 2025
Weekly Highlights
6/27/25: Cooling Inflation and Geopolitical Relief Raise Rate Cut Expectations
Cooling inflation and easing geopolitical tensions suggest potential rate cuts, with economic data showing weaker consumer spending and a struggling housing market.
June 27, 2025
Monthly Review
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.
June 20, 2025
