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SETH R FREEMAN
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...- Indian banks activate BCPs, shift West Asia staff to India amid Iran-US conflictIndian banks are taking steps to ensure the safety of their staff in West Asia. Some banks have already moved operations to India to manage...
- 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 ...
- Global Market: Strait of Hormuz standoff may keep oil volatile, cautions Seth R FreemanGlobal energy markets face fresh uncertainty as Iran signals potential closure of the Strait of Hormuz. This critical chokepoint, through w...
- Global markets on a moving chessboard as sentiment overtakes fundamentals: Seth R FreemanSeth R. Freeman observes that global markets are navigating persistent uncertainty driven by U.S. developments and a changing world order. ...
- 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...
- Fed likely to hold steady, but September rate cut hopes hinge on data: Seth R FreemanThe Fed is closely monitoring employment rates and data, especially after Labour Day, amidst pressure from the administration. Wall Street ...
- Seth R Freeman sees Fed rate cut only if labour market softens furtherSeth R Freeman observes that investors are turning to gold amidst a weak dollar and a risky environment, but the surge in Bitcoin interest ...
- 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...
- On a wait and hold till April 2 as well as what happens over next 3-4 months: Seth R FreemanSeth R Freeman of GlassRatner Advisory highlights the market's uncertainty ahead of the April 2 tariff deadline and the potential impact on...
- Strong dollar and FII exit posing challenges for India’s stock market: Seth R FreemanCanada is actually the largest buyer of US goods, almost $350 billion and Mexico is $334 approximately billion a year. And automobiles fran...
- Seth R Freeman on DeepSeek, Trump tariffs & other threats to marketSeth R Freeman from GlassRatner Advisory & Capital Group notes the market's reaction to Trump's tariff threats and concerns about AI advanc...
- Seth R Freeman sees internal market dynamics, professional trading at play, not coming recessionSeth R Freeman of B. Riley Advisory Services observed a notable increase in bankruptcies and how refinancing challenges impact businesses. ...
- Unusually low levels of demand impairing crude prices: Seth R FreemanThere is so much supply that there is no more room to store oil, says senior MD, GlassRatner Advisory.
- 18-month trade dispute has not yet ended: Seth R Freeman, GlassRatner AdvisoryIt is important to point out that this is only Phase I of the agreement and Secretary Mnuchin is already talking about Phase II.
- 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.
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