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GLASSRATNER ADVISORY
Markets still pricing in strong AI growth despite mixed earnings signals: Seth R FreemanIndian investors are watching global markets closely. A few big tech stocks, especially those in artificial intelligence, are driving the c...
Seth R Freeman on why global markets continue to climb amid West Asia conflictGlobal markets are ignoring geopolitical tensions, focusing instead on robust corporate earnings and the excitement around artificial intel...
Mixed geopolitical signals making market moves hard to decode: Seth R FreemanGlobal equity markets, led by the US, have recovered strongly, reaching new highs despite ongoing geopolitical tensions. However, volatile ...
Oil prices may face further pressure amid OPEC+ supply glut: Seth R FreemanSeth R Freeman of GlassRatner Advisory notes India's role in stabilizing oil prices by purchasing discounted Russian oil amidst tariff anno...
Weak dollar trend may favor emerging markets amid US deficit concerns: Seth R FreemanSeth R Freeman discusses the negative impact of tariffs on Mexico and Europe, highlighting the uncertainty it creates for businesses. Despi...
We are going to see volatility this week over tariff uncertainty: Seth R FreemanMarket anticipates volatility after July 4th due to lower trading volumes. Potential trade tariffs imposition adds uncertainty. Bessent con...
Fixed income favored amid global uncertainty: Freeman picks safety over risk for 2025Seth R Freeman discusses the conflicting signals in the market, with equity upticks clashing with bond yield concerns. He notes the weakeni...
Global sentiment shift reflects depth of tariff war fatigue: Seth R FreemanSeth R Freeman from GlassRatner Advisory suggests that long-dated bond yields might slightly decline, offering temporary relief amidst ongo...
Less money flows mean not much growth in EMs including India: Seth Freeman‘Investors are wise to keep a long term view and avoid the tendency to buy high and sell low.’
Coronavirus to have an impact on Chinese economy & global growth: Seth R Freeman, GlassRatner AdvisoryThere were changes in trade patterns between the US and China. China made other arrangements, importing soya beans from Brazil during this ...
Republican-dominated Senate will block Trump removal: Seth R FreemanWhole move is disruptive as a world leader, there is a cloud of an impeachment on your credibility.
US-China deal news, UK vote outcome to boost markets: Seth R Freeman, GlassRatner AdvisoryIt is still unclear what Trump signed and what the real impact of the deal would be.
Trump denouncing China as a currency manipulator just a loud political statement: Seth R FreemanWhen it began in March 2018, President Trump said trade wars are good and easy to win and look where we are today
There is 100% expectation of a 25 bps Fed rate cut: Seth R FreemanFed continues to be data driven and not being responsive to Trump.
China far more patient and likely to hold out in trade talks with US: Seth R FreemanInvestors are now buying index based funds and the allocations are baked in.
US retirees, savers and businesses are paying the cost of trade war: Seth R Freeman, GlassRatner AdvisoryIf new tariffs are imposed, US consumers and businesses to feel the pain, says Freeman.
Trump threat: US industries could be hit depending on China’s reaction, says Seth R FreemanChinese leadership does not want to create perception that they are a push over, says Freeman.
China now talking about ending imbalance in trade with US: Seth Freeman, GlassRatner AdvisoryIt is difficult to say how much of this is pure political rhetoric and how much is reality, says Freeman.
A big drop in oil prices is not good for US economy: Seth R Freeman, GlassRatner AdvisoryIt was terrific of Modi to come up with JAI (Japan America India) partnership at G-20, says Freeman.
Trade war could impact US growth by hitting consumption: Seth Freeman, GlassRatner“There has to be a little suffering before the parties will come to the table.”