π Bond Market and Fed Pause 2025
A story of economic uncertainty
Published: July 8, 2025π° Introduction: Why is there a stir in the bond market?
In the summer of 2025, when the whole world is busy preparing for the holidays, the US bond market is indicating something else...
π Federal Reserve's "Summer Rate Pause" strategy
ποΈ What is Fed Pause?
The Federal Reserve decided to keep interest rates steady...
π€ Investors' reaction
- Bond yields jumped: 10-Year Treasury Yield increased from 4.7% to 5.2%
π£ Who are Bond Vigilantes?
π Bond vigilantes express their disagreement with monetary policy by demanding higher yields or selling bonds...
π Fluctuations in Treasury Yields
Meaning of 10-Year Yield Rising, Yield curve flattening details...
πΌ Warning or opportunity for investors?
β
Long-term bond investment
β οΈ Risks to fixed-income investors
π Example: Bond ETF Performance in 2025
iShares TLT data comparison from April to June...
π§ What are the experts saying?
βThe market wants conviction, not pauses...β β Mohamed El-Erian
π§Ύ How to change personal investment plans?
- 50% Equity (Large-Cap + Global ETFs)
- 30% Fixed Income (FDs, Bonds, Debt MFs)
- 20% Liquid/Alternative Assets (Gold, REITs)
π§© Conclusion: Volatility means opportunity?
Volatility reflects demand for clarity. Itβs time to rebalance wisely...