Raymond James Investment Management·2026-06-02·via All Articles on Seeking Alpha
Summary
The first quarter of 2026 saw rate volatility hovering around the previous quarter's lows before spiking upward in March, when geopolitical risk took center stage.
US President Donald Trump's administration pursued unusually aggressive foreign policies during the first quarter of 2026.
Markets entered 2026 anticipating a more dovish Federal Reserve, reflecting expectations that President Trump's nominee for chair would face significant pressure to move quickly on interest rate cuts.
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Market overview
Geopolitical uncertainty
US President Donald Trump's administration pursued unusually aggressive foreign policies during the first quarter of 2026. In early January, President Trump authorized a covert operation to arrest Venezuelan President Nicolás Maduro, who was
