Market Analysis August 2025

The bond market in July 2025 presents a complex landscape characterized by heightened volatility and evolving investor strategies. Long-term U.S. Treasury yields have surged, with the 30-year yield exceeding 5%, the highest since 2007. This increase reflects concerns over escalating government debt and potential fiscal expansion, leading to a steeper yield curve as investors demand higher returns for longer-term commitments.

Full analysis coming soon.