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Consumer confidence rebounds, yields decline

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There was plenty to digest this past week with the trend of mixed economic signals continuing. Consumer confidence jumped as the data is now starting to capture the May 12 announcement of a pause on some tariffs with China. Overall, markets reacted favorably on the week, with the S&P 500...

Market Update

Yields trend higher while new tax bill impacts markets

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Fiscal & Monetary Policy

As the House passed its version of the tax bill and a renewed threat of tariffs on the EU emerged, markets responded unfavorably with the S&P 500 retreating -2.58%. The bond market caught investor attention as yields trended higher, with the 10-year Treasury closing the week at 4.52%

News

Amol Dhargalkar discusses investment opportunities in a higher interest rate environment on CNBC 'Squawk Box'

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Interest Rate Risk Management

Amol Dhargalkar, Chairman and Managing Partner at Chatham Financial, joined CNBC’s Squawk Box to discuss how the current “higher-for-longer” interest rate environment is shaping investor behavior and capital markets.

Market Update

The U-shaped yield curve explained: What it means for rates, recession, and strategy

In this episode of Expert Conversations: Beyond, Reuben Daniels and Laura Grant explore the rare U-shaped yield curve, seen only 3% of the time in the past 50 years. What does this unusual shape suggest about the future of interest rates and the broader economy? How should financial leaders...

Article

Economic data remains mixed, yields rise, and equities post strong gains

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Fiscal & Monetary Policy

There were several economic data releases last week, and while they remain mixed, markets responded favorably. The S&P 500 posted a 5.33% return on the week with most of those gains following the ease of trade tensions between the U.S. and China. The 10-year yield finished the week 10 bps higher...

Market Update

Fed holds rates steady as markets await development surrounding U.S. trade policy

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Interest Rate Risk Management
Foreign Currency Risk Management
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Fiscal & Monetary Policy

Although it was a relatively light week for economic reporting, it proved to be very busy. Investors focused keenly on the Fed, which left rates unchanged, in line with market expectations. Chair Powell noted an increase in uncertainty since the last policy meeting and reiterated his belief the...

Article

The U-shaped yield curve: a rare signal with significant implications

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Capital Advisory
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Fiscal & Monetary Policy

In the world of fixed income, the shape of the yield curve always tells a story — and the current yield curve is showing something we rarely see — a U-shape. It’s a unique situation, and positioning for it can be critical for both issuers and investors.

Article

BoE and ECB cut interest rates amid tariff related growth concerns

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Fiscal & Monetary Policy

The Bank of England (BoE) cut interest rates by 25 basis points today, citing concerns over Donald Trump’s tariff policies on economic growth. However, the bank’s Monetary Policy Committee (MPC) was unexpectedly split three-ways in its decision as it faces the more unpredictable...

Article

Managing FX risk in a volatile market

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Foreign Currency Risk Management
Technology

FX volatility poses a growing challenge for treasury and financial teams in today's increasingly unpredictable global landscape. Geopolitical tensions, tariff turmoil, shifting central bank policies, and inflationary pressures are driving currency fluctuations across markets. These fluctuations...

Guide

Request your Q1 2025 Market Credit Spreads report

Real Estate
Valuation

Credit spreads shown are averages based on market rate conclusions for independent debt valuations conducted as of March 31, 2025. The market spread for an individual loan may vary based on property and loan characteristics, including, but not limited to, location, tenant profile, cash flow, and...

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