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Interest Rates Outlook

New Fed chair positive for US interest rate markets

Wednesday, 04 February 2026, written by Maarten Spek

The prospective new Fed chair has brought relief to the bond markets, but that does not mean that the risk of further increases in long-term yields has diminished...

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Previous reports

American and Japanese threats shake up the interest rate market

Wednesday, 21 January 2026

Concerns about a debt crisis in Japan and the uncertain political and economic climate in the US are leading to capital outflows from America and Japan. Can Europe benefit from this through lower interest rates, or will European long-term rates actually be pushed up?

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Bond markets are calm, but for how long?

Wednesday, 07 January 2026

The consensus view for this year is reassuring: economic growth in the US and Europe will hold steady, inflation will ease further, the Fed will cut rates, and the ECB will stay on hold. This points to a calm outlook for interest rate markets.  
Yet appearances can be deceptive. Geopolitical tensions, potentially stronger-than-expected growth, and mounting concerns over public finances are likely to send bond markets into choppier waters.

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Nine steps towards higher inflation

Wednesday, 10 December 2025

The Fed is shrugging off inflation risks — wrongly. Our 9-step roadmap reveals why the US and Japan are already well on their way to higher inflation and why Europe risks being dragged along. We spell out the concrete implications for SOFR, EURIBOR and capital market rates — and why near-term declines in interest rates are precisely the moment to consider hedging your interest rate exposure.
 

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Hedging Interest Rates Risks

Rising or falling interest rates can significantly impact your current and future financing costs.

Through our sister company, ICC Consultants, many ECR clients already benefit from independent hedging advice that combines clear strategy with hands‑on execution support.

Whether you face a hedge obligation under your financing arrangements, or simply want stable and predictable cash flows to protect profit margins from volatile interest rates, it’s worth having a conversation with us.

When should you reach out?

  • If you currently rely on your bank alone for hedging, an independent advisor ensures that pricing, strategy, and execution truly work in your best interest.
  • If you already work with an advisor, consider inviting us to provide a competitive quotation — our services are typically more cost‑effective.

With ICC’s interest rate specialists and real‑time pricing systems on your side, you gain full transparency, lower costs, and the confidence that nothing is overlooked and every decision is the best possible.

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