There’s No Recession Alarm in the Collective Wisdom of Markets

Published on March 12, 2025

President Donald Trump is attempting the most sweeping transformation of government and policy in decades. The White House is moving furiously to slash spending, expand tariffs, repeal regulations and rewrite tax rules.

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As Europe Rearms, Bond Funds Are Ripping Up the Rule Book

March 12, 2025
Europe’s plan to rearm in the face of Russian aggression and US detachment has already delivered a bonanza to equity investors. Credit funds are scrambling to get a share of the windfall, too.

US Bonds Rebuff Cooler Inflation as Stock Rally Saps Demand

March 12, 2025
Treasuries fell despite evidence of cooler-than-expected US inflation as the data ignited a rebound in stock prices that eroded demand for bonds.