Capital Economics: US Treasuries May Face Challenges for the Remainder of the Year
2025/07/02 12:10According to a report by Jinse Finance, Thomas Mathews, an analyst at Capital Economics, stated that although U.S. Treasury bonds have performed strongly recently, they are expected to face challenges for the remainder of the year. "The weeks-long rally in U.S. Treasuries appears to have paused," Mathews noted. Comments made by Federal Reserve Chair Jerome Powell at the conference in Sintra, Portugal, seem to be one factor behind the pause. Powell indicated that as long as the economy remains stable, there is no rush to cut interest rates. He said, "For our part, we doubt the Fed will have the evidence needed to cut rates before next year, and we also doubt it will yield to political pressure." Capital Economics expects the Federal Reserve will not cut rates before next year.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
About 700,000 BTC have flowed out of exchanges in the past year.
Korean retail investors shift to the US in Q3: Sold over 5.5 trillion won of Korean stocks, purchased more than 10 trillion won of US stocks
In the third quarter, Korean retail investors made net purchases of US stocks worth approximately 10.15 trillion won, marking a complete reversal from the previous pattern in the first half of the year, when they made net purchases of nearly 100 trillion won in KOSPI stocks. In September alone, the sell-off amount reached as high as 14.2 trillion won. Analysts attribute this shift to a combination of factors: a sharp decline in KOSPI at high levels, the continued strength of the US stock market driven by AI themes, and the appreciation of the Korean won reducing currency exchange costs.
Copper prices approach historic highs! UBS remains bullish: "Still most optimistic"
