Special Report: Interest Rate Outlook – May 2025
Potential Interest Rate Rise Prompts Investors to Recalibrate Strategies Deficit surge and policy uncertainty amplify upward rate trajectory. Interest rate risk remains tilted to the upside as investors contend with a convergence of structural and policy-driven pressures. Chief among them are rising fiscal deficits and elevated uncertainty surrounding U.S. trade policy. Combined, the factors increase the likelihood of higher long-term interest rates, as investors demand greater yields to compensate for fiscal and policy risk. Analysis of… Read More