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Powell's Hawkish Turn: What It Means for Rates and Bonds

Powell's Hawkish Turn: What It Means for Rates and Bonds

Schwab Network · Schwab Network

July 31, 20256m 40s

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Show Notes

Fed Chair Powell's hawkish tilt took markets by surprise, as the central bank left interest rates unchanged. Neil Sun breaks down the implications for investors, citing crucial upcoming data and the Jackson Hole meeting. He still expects two rate cuts this year, with the first potentially coming in September, and sees value in owning 2-year Treasury securities and 30-year yields anchoring around 5% or higher.


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