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Financial Alternatives News and Insights

Integrated Wealth Management

Investing Newsletter - July 2025

Investing Newsletter (click image to open)

  • Long-term U.S. Treasury yields have risen, even as inflation data softens. Concerns appear to be rising regarding our country’s fiscal trajectory and debt.

  • Proposed legislation, including the “Big Beautiful Bill,” points to further spending and borrowing, reinforcing investor concerns about U.S. creditworthiness.

  • We are also seeing renewed interest in international markets as investors seek diversified opportunities amid shifting global capital flows.