SeekingAlpha

The Stock Market Warning Of A Recession?

SeekingAlpha

President Trump announced that he would apply a minimum 10% tariff on all exporters to the U.S., and multiple countries will face an additional tariff.

SeekingAlpha

Historically, when the S&P 500 has fallen 10% and yield on 10-yr USTs has declined 50+ bps, the economy has been heading into recession ~70% of the time. We reached both milestones in March.

SeekingAlpha

Immediately after the 2024 presidential elections, positive animal spirits catapulted the stock market higher due to hopes of stimulating tax cuts and deregulation legislation.

SeekingAlpha

While the setup was good coming into 2025, markets struggled with ongoing changes to the US policy approach.

SeekingAlpha

Q4 GDP Third Estimate: Real GDP At 2.5%, Higher Than Expected

SeekingAlpha

Are Value Stocks (Like Green Bananas) Ripening?

SeekingAlpha

Volatility returning has seen S&P 500 sink into correction territory. Morningstar Research's David Sekera says that while trade tensions have weighed on markets, there may be more at play.

SeekingAlpha

Job openings rose, there was no rise in jobless claims even after the large layoffs in the government sector, and the inflation reports were better than expected. Click to read.

SeekingAlpha

As equity investors, we look for companies that have been sold down to well below their intrinsic business value.

SeekingAlpha

NB believes easing inflation, lower policy rates and a more pro-business political environment can support above-trend U.S. growth. Click to read.

SeekingAlpha

Value is a key element of a diversified equity portfolio but is underrepresented in the major stock market indexes today.