SeekingAlpha

Spreads are much wider than where they were at the beginning of the year, which simply means that prices are lower and the risk premium that investors demand over treasuries is greater.

SeekingAlpha

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

SeekingAlpha

The dollar is down 8.6% since President Trump’s inauguration, almost exactly mirroring Nixon’s Smithsonian Agreement devaluation.

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

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

Many investors are now questioning whether the US will retain its advantages as President Trump’s trade policies add uncertainty to the outlook across industries. Click to read.

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Navigating The New Tariff Landscape

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The Height Of Policy Uncertainty

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.

SeekingAlpha

The VIX Index of stock market volatility, a key indicator of investors’ uncertainty, hit levels unseen outside of the Global Financial Crisis and the Covid-19 pandemic. Click to read.

SeekingAlpha

Trump’s announcement of the largest tariff increases in over a century feels like an economic earthquake. The initial shock has been delivered, but the true consequences are still forming.