Investor sentiment has been declining due to recent economics reports, which fueled anxiety across markets. Despite a late-day rally on Friday that boosted the S&P 500, consumer confidence is flailing, jobless claims have increased, and housing data appears gloomy. The result is a strong start for Treasuries this year, while stocks have nearly erased their 2025 gains. Investors, including those at Manulife and Penn Management, are warming up to bonds as they seek safer havens amid rising growth anxiety.
Source: https://www.bloomberg.com/news/articles/2025-02-28/wall-street-s-economic-agita-grows-with-market-volatility-rising