SeekingAlpha

The US-China tariff war has escalated into a game of attrition. Click here to read more.

SeekingAlpha

Trump’s tariff shock and its implications for global goods and capital mobility have reset the clock. What did the global economy look like before this? Turns out it was doing pretty well.

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Impact effect? Risk-off and lower Treasury yields. No break of prior ranges on market rates but it smells like they want to go lower ahead. It feels like this could unravel further negative.

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Job losses are concentrated in the developed world, where payrolls have been cut to the greatest extent since the pandemic downturn in 2020.

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US trade policies, particularly tariffs, have far-reaching consequences, potentially disrupting trade flows, investor sentiment, and global equity markets.

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Despite the Trump administration's much-touted protectionist policies, key global indices have outperformed S&P 500 year-to-date, running counter to conventional expectations. Read more here

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Crude oil was down 4% Sunday night, as OPEC once again announced a production increase. Click to read.

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Markets remain volatile as investors grapple with global trade tensions and reconsider whether U.S. Click to read.

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While most market watchers have focused on the wildly yo-yoing stock market over the last few weeks, the Treasury bond market has been flashing warnings.

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What The U.S. Bond Market Is Telling Us About Investor Sentiment And The Economy

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How Investors Should Approach Sweeping U.S. Tariffs, Global Fallout

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BOND ETF's commentary suggests it remains committed to intermediate term treasuries, CLOs, and RMBS. Read why we assign BOND a Hold rating.