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Interest Rates Outlook

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

Monday, 15 September 2025, written by Maarten Spek

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.

This report is published: Bi-weekly

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Previous reports

Looser monetary policy no guarantee of lower long-term yields

Monday, 01 September 2025

The Fed is likely to cut interest rates this month. Is this the prelude to multiple interest rate cuts - as Trump demands - and a decline in long-term interest rates?
 

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Bessent increases the pressure, Fed hesitates

Monday, 18 August 2025
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The message of rising long-term interest rates

Monday, 21 July 2025
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