If higher tariff-related inflation is a risk, it’s not showing up in the bond market, at least not yet. Yields remain near the lowest levels of the year, suggesting that fixed-income investors aren’t convinced that pricing pressure is a bigger threat vs. slowing economic growth.
Daily Archives: October 15, 2025
Macro Briefing: 15 October 2025
US small business sentiment in September weakened for the first time in three months, according to NFIB. “While most owners evaluate their own business as currently healthy, they are having to manage rising inflationary pressures, slower sales expectations, and ongoing labor market challenges,” said the group’s chief economist.
