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BITY & BAGY Yields, Performance & Strategy: ETF Watch
Audio Commentary by Tim Seymour, IDVO Portfolio Manager
May 2025 witnessed a notable market recovery as the S&P 500 regained its year-to-date losses despite significant headwinds. The month brought a mix of encouraging developments including trade agreement progress alongside persistent concerns about America's fiscal position. Economic indicators painted a complex picture of strength tempered by consumer uncertainty, while Treasury yields experienced volatility driven by federal spending concerns. For investors focused on the long term, May demonstrated markets' capacity to navigate uncertainty and adapt to evolving economic conditions.
The U.S. natural gas sector is experiencing rapid growth, driven by increasing energy demand, cost advantages, and strong policy support. As AI data center electricity needs grow and global Liquid Natural Gas (LNG) demand accelerates, natural gas is solidifying its role in the energy transition.
Audio Commentary by Tim Seymour, IDVO Portfolio Manager