December 2025 – Bond Market Review
The near-term economic outlook continues to be distorted by the data delays from the government shutdown. Recently released government data—reflecting conditions from two to three months ago—indicate inflation remains moderately above the Federal Reserve’s target, while labor market conditions have continued to soften. As the flow of economic data normalizes, the Chandler team expects further […]
November 2025 – Bond Market Review
After 43 days, Congress voted to end the longest shutdown in U.S. government history. The resolution spurred a brief rally in equity markets, while fixed income investors remained frustrated by lingering shutdown effects and recent hawkish remarks from Federal Reserve officials. The Bureau of Labor Statistics (BLS) and other agencies are working to resume operations, […]
October 2025 – Bond Market Review
Gauging economic data for September has been inhibited by the Federal Government shutdown. Government agencies such as the Bureau of Labor Statistics (BLS) and Bureau of Economic Analysis (BEA) were shuttered, which halted the release of key economic data. At the same time, heightened trade policy uncertainty has added to market volatility. Core levels of […]
September 2025 – Bond Market Review
Economic data was mixed in August as market participants braced for a probable rate cut in September. Treasury yields were lower across the curve as the labor market and housing market showed signs of slowing. However, the consumer remained resilient as Retail Sales increased, while Consumer Confidence showed neither signs of exuberance nor caution. Core […]
August 2025 – Bond Market Review
July provided economic data that only left policy makers more divided on the direction of monetary policy. The US economy showed solid growth in the second quarter as the first estimate of Q2 GDP came in at 3.0%, inflation data was relatively benign, and retail sales showed gains. Yet, the labor market showed signs of […]
July 2025 – Bond Market Review
June’s financial markets were impacted by a downward GDP revision and geopolitical tensions, with mixed economic signals pointing to slower growth in the second half of 2025.
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.
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.
April 2025 – Bond Market Review
Explore the latest bond market trends as the economy cools, inflation eases, and the Fed maintains interest rates. Stay informed on fiscal impacts and policy uncertainties.
March 2025 – Bond Market Review
Recent economic data continues to suggest positive but below trend growth this year. Labor markets remain solid, and the U.S. consumer has demonstrated resiliency.