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Subject:

Interest Rates Outlook

Shutdown and uncertainty about the US economy

Wednesday, 29 October 2025, written by Maarten Spek

While the Fed is likely to cut interest rates further, we expect the focus to shift quickly to higher growth and more upward pressure on inflation. That means rising long-term interest rates and a turning point for investors who are still betting on falling long-term yields.

This report is published: Bi-weekly

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Previous reports

Miscalculation by the Fed

Wednesday, 15 October 2025

The Fed is set to further ease monetary policy due to concerns about the weakening labour market and political pressure. The assumption is that the current interest rate is having a dampening effect on the economy. But is that really the case, and what are the consequences if, in hindsight, the Fed lowers interest rates too much?

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Markets have little doubt about short-term rates

Monday, 29 September 2025

Geopolitical shifts and changes in capital supply-demand dynamics have reduced the reliability of traditional long-term interest rate valuation models, increasing uncertainty about central banks' policy impact on these rates. What are the implications for European and US capital market interest rates?

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Will a Fed rate cut trigger a surprise move in long-term yields?

Monday, 15 September 2025

The Fed is expected to cut interest rates this week, signaling more cuts to come, leading to a drop in US long-term rates. However, this could unexpectedly push rates higher in the US and Europe. This report explains why and what companies and investors should consider.

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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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