Treasury Hub Bulletin June 2025

Treasury Hub Banking Treasury Markets Q1 25 Review

The focus of markets over 2024 was on inflation and its impact on the expected timing of interest rate cuts. While tariffs would most likely drive inflation up again, the primary concern of markets is increasingly on the prospect of a recession.

Treasury Hub Banking Treasury Markets 2023 Review & 2024 Outlook

The stories of the year have been inflation and (its impact on) interest rate trends. Central Banks have stalled their tightening of interest rates and there is now broad consensus that the interest rate cycle has peaked and that the next moves will be a cut.

Treasury Hub Banking Treasury Markets Q3 2025 Review

While the focus of markets over 2024 was on inflation/interest rate cuts, and this still remains the case, there has been a quite a lot of movement in foreign exchange rates and equity markets have continued to climb with very large valuations by historic standards despite large government deficits driving debt higher.

Treasury Hub Market review – Q1 2025

The focus of markets over 2024 was on inflation and its impact on the expected timing of interest rate cuts. While tariffs would most likely drive inflation up again, the primary concern of markets is increasingly on the prospect of a recession.

Treasury hub Market bulletin – October 2025 review

As the year progressed, the focus of markets on inflation/interest rate cuts eased somewhat as so many other variables came into play. Equity markets probably dominated a lot of discussions especially around AI and tech while Gold was the surprise standout investment (Silver even more so!).

Treasury Hub Markets – 2025 review

As you are aware, these bulletins cover quite a wide range of topics and are a comprehensive review of all the various interest rate, foreign exchange, commodity and stock markets.