The Bond Market: Why Concerns About Trade And Tariffs Still May Not Be Priced In
Source: SeekingAlpha
2025-05-19 06:30:00 ET
Summary
- Why the bond market may not have priced in underlying risks.
- Why the independence of the Fed is a key concern for the bond market.
- The bond market may not be pricing in enough cuts by the Bank of Canada.
Originally published on May 16, 2025
Recent trade developments between the U.S. and China caused bond yields to initially soar as both sides took steps to de-escalate simmering tensions. But Alexandra Gorewicz, Portfolio Manager, Active Fixed Income at TD Asset Management, says at this point the bond market has yet to price in any underlying risks. ...
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The Bond Market: Why Concerns About Trade And Tariffs Still May Not Be Priced In
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