Tilting portfolios toward non-US bonds has been a successful strategy for fixed-income allocations in 2025. The Federal Reserve’s recent pivot to rate cuts could keep the trend humming through the rest of the year.
Daily Archives: September 26, 2025
Macro Briefing: 26 September 2025
US jobless claims fell again last week, blunting concerns that the labor market is in danger. First-time filings for the week ended Sept. 20 totaled a seasonally adjusted 218,000, close to the lowest level this year.
