Market Viewpoints
Insights from Our Chief Investment Officer
Explore timely market commentaries and macroeconomic perspectives from Crossbridge Capital’s Chief Investment Officer, Manish Singh. His insights help investors navigate global financial trends with clarity and conviction.
Bonds: Safe from Default, but Not from Inflation
Equities have continued to advance despite elevated oil prices, Trump's trade policies, military conflicts, geopolitical uncertainty, a strong US dollar,...
Read More
Buybacks, Bonds and the Price of Fiscal Discipline
Can Treasury support market liquidity without artificially suppressing borrowing costs? Manish Singh looks at the implications for yields, fiscal policy...
Read More
The Warsh Fed: Less Guidance, More Judgment
The Chair of the US Federal Reserve, Kevin Warsh seems to be saying - stop looking to the Fed for...
Read More
Markets don’t wait for peace. They just move on
Extreme outcomes are easy to imagine and often dominate attention in uncertain times—but they rarely fully materialize.
Read More
The Next Economy Runs on Compute – and Big Tech Knows It
AI capex arms race continues to accelerate. The companies that build and supply compute will dictate access, pricing, and deployment...
Read More
“AI is proving bigger than the noise.”
The US’s new tariffs have shaken up the global economy - but the AI boom is helping to hold things...
Read More
From Tariff panic to Tech Euphoria
"Scepticism often spikes at the top — but it also tends to keep investors from participating in ongoing structural shifts."
Read More
US Labor Market Fragility Puts Fed on Track for Cuts
"Inflation is easing, equities remain resilient despite short-term volatility, and rate cuts are now firmly on the table."
Read More
Trump Wants Rate Cuts — And He Wants Them Now
We’re seeing a subtle shift in tone from key Fed officials, yet Fed Chair Jerome Powell may be gone soon.
Read More
Decoupling Delayed: US & China reassess economic separation
Stocks have rebounded since Trump’s tariff backpaddling and concessions. But there are still signs of strain in the bond market.
Read More
Back to Tariffs Again, but Credit Markets Remain Calm
Tariffs are once again thrust into the spotlight.. However, there is a silver lining: Bond market volatility is not showing...
Read More
Is MAGA Becoming Too Much? Time to Shift the Focus to MEGA?
“Europe is at a crossroads and must embrace reform to revitalize its economic prospects and Making Europe Great Again (MEGA)”
Read More
MAGA returns to Washington
As MAGA returns to Washington, should President Trump advocate for more tariff or smaller Government?
Read More
Holiday Cheer Gives Way to Tariff Season
Rigid tariff policies may not yield the desired economic invigoration or solidify the legacy Trump wants.
Read More
The Final Week: Trump Takes the Lead as Republicans Poised for Senate Victory
"Whatever the outcome on November 5, the US remains the world’s most innovative economy, with a system capable of resetting...
Read More
Why the US Fed must cut rates in a “Healthy” Economy
"Employment risks now overshadow inflation challenges, a 50-basis point rate cut this Wednesday could be a prudent adjustment."
Read More
A Bronze medal for the S&P 500
"Chairman Jerome Powell’s recent remarks, recent market movements and what these developments might mean for the future"
Read More
US Economy still resilient; job market cooling down
"Increased earnings from interest and dividends are sustaining America’s economic growth; however, a slowdown is building"
Read More
April Showers…bring May flowers?
Interest Rate Hikes, Federal Reserve, Central Banking "Robust US Economy Delays Rate Cuts, Potential Labor Oversupply May Reignite Discussions" Summary...
Read More
No Interest Rate Cuts? Equities Rally Regardless
US stock market indexes up Amidst geopolitical uncertainties, the unwavering demand for US equities stands out as a beacon of...
Read More