Bloomberg Intelligence US Treasuries Fall on Tariff Signs
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Mar 24, 2025 
Dana D’Auria, Co-Chief Investment Officer at Envestnet, shares her expert insights on current market corrections. She discusses how tariffs and high equity valuations are influencing investment strategies. While acknowledging the nervous atmosphere for investors, she reassures listeners that market corrections are historically common and don't always signal a looming recession. Dana emphasizes the importance of diversification and fixed income investments in this volatile landscape, offering practical advice for navigating today's financial uncertainties.
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Treasury Yields and Risk Appetite
- US Treasury yields are rising, indicating investors are moving towards riskier assets.
- This suggests increased confidence in the market, possibly due to reports of more targeted tariffs.
Market Uncertainty
- The market is torn between recessionary concerns and the possibility of the Federal Reserve holding back on rate cuts.
- A balance between these factors keeps the 10-year yield around 4%.
Bond Investment Opportunities
- Two-year treasury bonds offer good value due to their 4% yield and relative safety.
- Five and seven-year bonds might also perform well if their prices decrease slightly.