SeekingAlpha

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

SeekingAlpha

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

SeekingAlpha

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.

SeekingAlpha

Do Indicators Point To Potential Further Stock Market Declines?

SeekingAlpha

Analyze the impact of Trump's tariffs on markets, rising treasury rates, and investor uncertainty. Click here to find out more about the Market Outlook.

SeekingAlpha

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

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.