
Fixed Income Briefing June 2025
Economic and US Treasury Market Review.
Economic and US Treasury Market Review.
War in the Middle East, sticky inflation, tariff and budget uncertainty all hit markets in June.
Slowing growth, tariff uncertainties, rising debt, energy worries, and sticky inflation plagues policymakers.
The US-China deal, Iran’s growing threat, and ongoing dollar weakness.
Investors shift on trade uncertainties, rising debt and the end of US exceptionalism.
Economic and US Treasury Market Review.
Tariff uncertainty, the US debt downgrade, and yield steepening hit markets in May.
Despite a strong earnings season, volatility persisted across US equities and was headline driven in May.
Steepening yields and dollar down on deficit concerns.
Tariffs on hold, Trump’s Middle-East play, and US budget problems ahead.
The Fed holds, the dollar strengthens, and yields rise as markets focus on US-China trade talks.