June 10, 2025

Market Flash

During the week, U.S. Treasury yields rebounded as investors digested the latest labor market data and await the next Federal Reserve meeting in less than 10 days. The highlight of the economic calendar was the nonfarm payrolls report, which showed signs of cooling in the labor market, albeit at a more moderate pace than expected....
June 3, 2025

Market Flash

During the week, U.S. Treasury yields declined as investors digested the latest inflation data and uncertainty over the trade war continues. digested the latest inflation data and uncertainty over the trade war continues. Markets started the week higher following President Trump's announcement over the weekend that he would delay until July 9 the implementation of a new 50% tariff on...
May 27, 2025

Market Flash

During the week, U.S. Treasury yields rebounded as investors await upcoming inflation data and digest the latest trade war news. The major stock indexes suffered a mid-week decline, along with Treasuries, following a weak auction of 20-year bond auction that exceeded market expectations. This auction put upward pressure on long-term yields, pushing the 30-year bond to its highest level since 2023....
May 20, 2025

Market Flash

During the week, U.S. Treasury yields rebounded as investors digested the latest inflation data and the latest trade war news. investors digested the latest inflation data and the latest news on the trade war. Positive market sentiment was boosted by the announcement that the U.S. and China agreed to a significant de-escalation of trade tensions following the trade tensions, following a meeting in Switzerland. The agreement provides for a 90-day suspension of most recently imposed tariffs while negotiations continue. As part of the pact, U.S. tariffs will be suspended for 90 days while negotiations continue.
May 13, 2025

Market Flash

During the week, U.S. Treasury yields rose slightly, while U.S. Treasury yields rose slightly, while U.S. Treasury yields rose slightly. yields rose slightly, as investors processed the comments as investors processed comments issued by policymakers following the Fed's the Federal Reserve's latest meeting, as well as progress in trade negotiations, and the trade negotiations and the 1Q25 earnings season continues. 1Q25 earnings season continues. Mid-week, stock markets recovered some of their losses after it was reported that US and Chinese officials were scheduled to meet in Switzerland...
May 5, 2025

Market Flash

During the week, U.S. Treasury yields rebounded as investors digested the latest comments from policymakers on the trade issue and the 1Q25 earnings season progressed. The start of the week was marked by a positive tone, driven by the perception of a further easing of trade tensions. trade tensions. President Trump announced a partial reduction in tariffs on autos and auto parts, while Commerce Secretary Howard Lutnick stated that a major trade deal was "very close" to fruition. However, by mid-week, the...
April 29, 2025

Market Flash

During the week, U.S. Treasury yields declined as investors digested the latest comments from policymakers on the tariff issue, as the 1Q25 corporate reporting season continues. digested the latest comments from policymakers regarding the tariff issue, as the 1Q25 corporate reporting season continues to progress. After expressing frustration over the lack of additional rate cuts, President Trump stated that he has "no intention of ousting" Fed Chairman Jerome Powell, thus qualifying his previous threats. Optimism over possible close trade pacts and the April 9 tariff pause fueled a 10% S&P 500 rally from its last low....
April 23, 2025

Market Flash

During the week, U.S. Treasury yields declined, as investors digested the latest developments in the so-called "trade war," along with digested the latest developments in the so-called "trade war," along with recent retail sector data and Federal Reserve statements. statements from the Federal Reserve. Comments from Fed Chairman Jerome Powell contributed to the negative sentiment on the week. In a presentation to the Economic Club of Chicago, Powell noted that tariff hikes have been "significantly higher than anticipated" and that than anticipated" and that "the same will likely be true of their economic effects, which will include with their economic effects, which will include higher inflation and lower growth..."