Elaia Weekly View
🌿 Elaia Weekly View – Week 44 / 2025
Fed Pivot : The Return of Duration
After one of the strongest equity rallies in recent years, attention has shifted toward fixed income markets. The Federal Reserve’s change in tone marks a turning point: the rate-cut cycle is underway, long-term yields are falling, and quality bonds are regaining their role as a cornerstone of balanced portfolios.
Our latest Elaia Weekly explores why duration is back — and why investors should act before yields compress further.