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Markets on edge as US-Iran ceasefire deal leaves investors rattled by uncertainty: Seth R. FreemanDespite a US-Iran ceasefire framework, markets remain volatile due to unresolved issues like Iran's nuclear program and the Strait of Hormu...- 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 ...
- Fed rate-cut hopes vs. falling consumer confidence: Seth Freeman on what it means for markets in 2026The US Fed is widely expected to deliver a 25 bps rate cut, with analysts assigning an 85% probability. Seth Freeman of GlassRatner warns t...
- 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...
- 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...
- 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...
- Federal Reserve is going to be slow in reducing interest rates: Seth R FreemanNo I think you are going to see some consistent buying I do not think that investors are really focused so much on the these near-term dome...
- 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.
- 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.
- Lower crude price beneficial for India, may strengthen rupee: Seth R Freeman, GlassRatnerUS Fed does not want to precipitate a major slowdown with higher than necessary rates, 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.”
- Chances of Italy leaving EU are close to zero: Seth Freeman, GlassRatner“The situation is being tempered somewhat by the fact that oil prices have subsided slightly.”
- Bond yields, crude price reflect a lot of international policies coming together: Seth Freeman, GlassRatner“Caterpillar alone is necessarily a bellwether of things to come but it certainly is an indicator.”
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