In today’s briefing:
- Bond Market Monitor: 2025 as Another Year for USD Bonds
Bond Market Monitor: 2025 as Another Year for USD Bonds
- The biggest event in 2024 which will impact rates in 2025 is perhaps the victory of Donald Trump, who promised to cut taxes and raise tariffs.
- We do not believe the US economy could continue to grow at 3% annually with expectation of a recession in 2026. For 2025, we see declining consumption and sticky inflation.
- Elevated rates are positive on fixed rate USD bonds as long as there is no rate hike of which we believe for 2025.
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