KSTR - Above The Noise: Making Sense Of Markets, Treasuries, And Tariffs

2025-05-23 01:45:00 ET

Summary

• Markets may only need incremental progress, not full clarity on trade-tariff policy, to keep rising.
• Rumors of the demise in demand for US Treasuries appear greatly exaggerated.
• There’s been little evidence to support it.
• Moody’s downgrade, like past downgrades, shouldn’t pose a structural threat to the US Treasury market.

By Brian Levitt, Global Market Strategist

“If every instinct you have is wrong, then the opposite would have to be right.”...

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