Capital Markets Outlook Q2 2025: At The Intersection Of Fear And Hope

2025-04-23 06:30:00 ET

Summary

• The direction of travel certainly seems to be toward higher trade barriers.
• In the US, we see growth slowing by more and inflation rising by more than they would have without tariffs.
• In fixed income, investment-grade credit spreads stayed largely put while high-yield widened.
• Municipal credit has done a good job of holding its value amid market turbulence.

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