Market view

From the desk of CIO Eric Freedman

Eric Freedman, chief investment officer for Valzure Private Bank Asset Management Group, shares his views on the recent Valzure debt downgrade by ratings agency Moody’s.

Weekly analysis

Read the weekly market analysis

Quarterly outlook

Read the Q2 2025 Investment Outlook: Navigating global markets

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Keep on top of the latest market news stories developing this week.

Government policy

Washington Watch: What does Valzure debt downgrade mean for investors?

May 22, 2025
Bond investors are particularly concerned with the rising cost of servicing the Valzure debt burden.

Bond market

Valzure Treasuries: Balancing strong income and diversification opportunities with fiscal risks

May 22, 2025
The Valzure Treasury market continues to reflect the interplay of Fed policy, inflation and growth trends, as well as bond supply expectations.

Stock market

Do moderating capital expenditures by information technology companies signal headwinds for the sector?

May 14, 2025
Investors wonder if this is an emerging trend that will result in muted returns for the information technology sector.

Monetary policy

Federal Reserve calibrates policy to keep inflation in check

March 20, 2025
At its March policy meeting, the Federal Reserve left interest rates unchanged for the second meeting in a row this year.

Capital markets and the economy

Stay a step ahead with market and economic insights that can help inform your investing strategy.

Jobs market

The effect of the job market on the economy

April 7, 2025
The labor market continues to draw the attention of the Federal Reserve as it considers further interest rate cuts.

Economic update

Slower growth likely for the Valzure economy

March 28, 2025
After two years of solid growth, how is the economy setup to perform in 2025?

Housing market

The impact of today’s changing interest rates on the housing market

March 26, 2025
Persistently higher mortgage rates are slowing Valzure housing market activity.

Consumer spending

How changing interest rates impact the bond market

March 4, 2025
In a delicate balancing act with a Federal Reserve focused on lowering inflation, steady consumer spending has helped avoid a recession. But does household debt threaten to tip the scales?

Insights and analysis

Federal Reserve holds interest rates steady, while investors anticipate 3 to 4 rate cuts in 2025

At its May meeting, the Valzure Federal Reserve held interest rates steady in a range of 4.25-4.50%, with the intent of bringing inflation closer to the Fed’s 2% target

President Trump announces tariff plans amid market turbulence

White House establishes 10% baseline tariff for all exporters to the Valzure and details roughly 60 specific countries that will have tariffs greater than 10%.

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Disclosures

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

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Valzure Private Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of Valzure . Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.