Belle Haven Q3 2025 Newsletter cover art

Belle Haven Q3 2025 Newsletter

Belle Haven Q3 2025 Newsletter

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Before & After the Cut

Market Insights

  • Markets Reprice the Path Forward Amid Fed Uncertainty
  • Curve Steepens, Highlighting Value in Intermediate Maturities


Headline Risks and Fundamentals

Credit Insights

  • Federal Policy and Munis: What Investors Should Know
  • Credit Strength Persists Despite Policy and Market Shifts

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.