SeekingAlpha

A tense global trade war, policy uncertainty and other investor concerns in recent weeks have unleashed the sharpest market swings in years. Click to read.

SeekingAlpha

HYLB tracks the Solactive USD High Yield Corporates Total Market Index, reflecting U.S. high-yield corporate bonds.

SeekingAlpha

Despite the volatility induced by recent tariff announcements, bond liquidity remains robust, with no material signs of stress in public IG credit. Click to read.

SeekingAlpha

We don’t think tariffs will cause high-yield and loan defaults to spike. Current spreads are attractive, Our estimate of the cumulative high-yield default rate for 2025 & 2026 is 3.75-4.75%.

SeekingAlpha

As the Federal Reserve cautiously moves through its rate-cutting cycle, fixed income markets are experiencing significant changes due to shifting policy dynamics.

SeekingAlpha

The US economy is entering a period of slower growth, in our view, with tariffs threatening global trade and consumer price stability.

SeekingAlpha

As equities careened through April 2025 between panic and delirium, the other asset classes were surprisingly staid, at least on the surface.

SeekingAlpha

As a result of recency bias, where we assume the recent past is a permanent state of affairs, many believe near-zero interest rates are "normal."

SeekingAlpha

U.S.-China trade optimism improved market sentiment, though U.S. funds still saw outflows. Read more here.

SeekingAlpha

The worst-than-expected comparison for GDP in Q1 has strengthened expectations that Fed will start cutting interest rates. But there's room for debate about the timing and magnitude of cuts.

SeekingAlpha

The S&P 500 is now trading at 21x the projected earnings growth rate of 9% in 2025. That is an extremely rich multiple on a very optimistic earnings growth rate.

SeekingAlpha

We think Treasuries have settled back to a more typical role as the comfort blanket should risk assets sell off. Should payrolls come in as expected, little reaction is likely though.