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Swerve Insights
Fixed Income’s False Dawn: The Data Investors Can’t Ignore

Fixed Income’s False Dawn: The Data Investors Can’t Ignore

Bond Optimists, Once Again, Missing the Big Picture

Pietro Ventani's avatar
Pietro Ventani
Mar 02, 2025
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Swerve Insights
Swerve Insights
Fixed Income’s False Dawn: The Data Investors Can’t Ignore
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February delivered a rare win for bonds, fueling hopes among fixed-income investors for a sustained rally in 2025. Yet the data paints a starkly different picture: fiscal headwinds, resilient growth,…

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