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Fixed Income Insights: Monthly commentary

Get the latest on the current state of the U.S. economic and Treasury markets, insights on the yield curve, and detailed reviews of the investment-grade and high-yield sectors.

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Insights to help you navigate the fixed income landscape

Our monthly Fixed Income Insights commentary highlights key themes from our various teams that you can use to help guide your portfolio decisions. Our approach is grounded in robust research, disciplined processes, and a commitment to delivering risk-adjusted returns. We offer deep expertise and understanding of the fixed income market to help enhance portfolio outcomes.

What's inside

Economic indicators: This report provides insights into the economy's overall health and trends to watch, covering economic indicators such as GDP growth, manufacturing activity, labor market conditions, inflation rates, and consumer confidence.
Market movements: Understand the dynamics of interest rates and their impact on various financial instruments with analysis of U.S. Treasury yield-curve movements, the Fed's interest rate decisions, and bond sector performance.
Sector performance: Assess the relative strength and risks of different fixed income segments with performance highlights covering investment-grade and high-yield bonds, plus sectors like mortgage-backed securities and corporate bonds.

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Fixed Income Monthly Commentary | June 2025

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Past performance is no guarantee of future results.

This information is intended for the sole use of institutional investors. Retail investors and any other persons who are not institutional investors should not act or rely on this information.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.