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.