US Recession Fear Raises ‘Gray Swan’ Risk for Bond Investors

Published on April 1, 2025

Investors are fretting that a year-long rally in global credit is papering over the risk that US policy uncertainty tips the world’s largest economy into a recession.

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The Price You Pay: Valuation Evaluation

April 1, 2025
Amid a market correction and heightened policy, inflation and growth concerns, valuations are back in the spotlight.

S&P Global US Manufacturing PMI™: Growth Stalled in March

April 1, 2025
U.S. manufacturing growth stalled in March amid economic and tariff uncertainty. The S&P Global U.S. Manufacturing PMI remained in expansion territory for a third straight month in March at 50.2 signaling a marginal improvement in operating conditions. The latest reading was higher than the 49.8 forecast.