Muhlenkamp Quarterly Market Commentary – April 2025

Published on April 15, 2025

Significant government policy shifts, particularly in tariffs and regulatory restructuring, have created uncertainty and volatility. We continue monitoring potential risks like inflation and recession while remaining focused on identifying profitable investment opportunities amidst these changes.

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Notes From the Desk: Bond Trauma

April 15, 2025
Swap spreads measure the difference between the interest rate on a swap and the yield on a Treasury bond with the same maturity.

Time to Cut Rates

April 15, 2025
We think it’s important for the Fed to move gradually. The US dollar has weakened lately, and, as a result, there is little case for a drastic loosening of monetary policy. The Fed could let up somewhat on bank regulations and capital requirements, which would help the struggling bond market.