Articles

The prospects of a prolonged government shutdown have let the fog roll back in on investors’ uncertainty over rates.

“In other words, we don’t look to invest in certainty because the opportunity lies in the unknown.”

Recently, the yield curve – a vital market indicator – has been flashing a sign that is rarely seen: A U-shaped curve.

Despite a seasonally slower period for investors, we’ve been given plenty to keep our eyes on.

“A fundamental shift to a weaker dollar creates opportunities both here and abroad.”

Summer usually has clearer skies, but the financial forecast mid-2025 is clouded by tariff concerns, as Adam Baley explains.