Seth R Freeman from GlassRatner Advisory suggests that long-dated bond yields might slightly decline, offering temporary relief amidst ongoing uncertainty. The US court’s tariff setback, now heading to appeals, injects volatility into business planning and global markets. Freeman emphasizes the global positive sentiment’s significance, cautioning investors to closely monitor its impact on logistics, imports, and profit projections.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and