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

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.

SeekingAlpha

US political developments have come fast and furious, whipsawing global markets.

SeekingAlpha

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

SeekingAlpha

VGSH is well-positioned for a cautious Fed stance and economic slowdown, offering attractive risk-adjusted yield. Find out why VGSH ETF is a buy.

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.