#USAssets

1 week ago

Chart illustrating the net foreign inflows into various US assets.

#TorstenSlok, chief economist, Apollo Global Management: #Foreign #demand for #USassets remains very strong

1 0 0 0

1 month ago

🇨🇦 Interest rates on #USBonds have been rising steadily. Every .01% increase costs #Millions in additional interest on the #Multi-Trillion$$USDebt.
The 🌎 is growing increasingly uncomfortable about financing #TrumpsLunacy.
#Denmark is selling #Billions in #USAssets today.
🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦

13 8 1 0

China stocks benefit from shift away from US assets: Natixis - South China Morning Post China stocks benefit from shift away from US assets: Natixis South China Morning Post

9 months ago

Click Subscribe #ChinaStocks #USAssets #InvestmentNews #StockMarket #Natixis

0 0 0 0

9 months ago

Click Subscribe. #ForeignInvestors #USAssets #Investing #Finance #EconomicImpact

0 0 0 0

Asia’s $7.5 Trillion Bet on US Assets Is Suddenly Unravelling Trump’s policies are turning US markets from a haven into a source of volatility and pain.

9 months ago

Click Subscribe. #WallStreet #USAssets #ForeignTax #BudgetBill #Investment

0 0 0 0

C. MICHEL WEINBERG ✡️

@cmichelw.bsky.social

9 months ago

#USassets: Money managers say the "sell America" moment is only just beginning, as #Trump's rewriting of #global #trade threatens to shake up $7.5 trillion of #investments from #Asia www.bloomberg.com/news/feature...

0 0 0 0

9 months ago

3 Bloomberg: The concern is that the bill would add trillions of dollars to already bulging #budget #deficits at a time when #investor appetite is waning for #USassets across the globe. #markets

3 0 1 0

CTrend FX - Algorithmic Trading Solutions

9 months ago

Click Subscribe. #USAssets #ForeignInvestment #HealthyBuyers #InvestmentNews #MarketTrends

0 0 0 0

@ctrendfx.bsky.social

10 months ago

BNP Paribas on another likely catalyst for a higher EUR/USD Via BNP Paribas analysts, looking for a stronger euro still: * “If European investors agree with our view that there could be a rotation out of U.S. assets with the euro a key beneficiary, hedge ratios could rise or dollar asset allocations could be reduced.” * could drive a higher EUR/USD * the sensitivity of the euro to rotation out of U.S. equities into Europe could be higher than it has been in the past due to eurozone investors’ larger stocks of U.S. equity holdings now This article was written by Eamonn Sheridan at www.forexlive.com.

| etsy.me/3RHihSQ | ctrendfx.com #EURUSD #BNPParibas #Euro #USAssets #ForexMarket

0 0 0 0

Negative sentiment around U.S. assets "extreme" at IMF-World Bank meetings - Citi Investing.com - The negative sentiment towards U.S. assets is at an "extreme" as a lack of clarity surrounds the broader economic outlook, Citi analysts said. In a note to clients citing discussions with national authorities and international organizations at last week’s International Monetary Fund-World Bank annual meetings, the analysts said "uncertainty" was the most utilized buzzword. Global finance leaders met in Washington for the key gathering, with many hoping to glean more insight into U.S. President Donald Trump’s aggressive tariff policy and how it could impact the global economy. "Indeed, we sense the mood among investors in DC was sour with respect to U.S. assets," the Citi analysts said. "Most investors seem to be expecting a recession as a result of the tariff war and associated uncertainty." They added that skepticism surrounded U.S. growth estimates, as well as "overly optimistic" expectations for cost cuts. "Given their fiscal concerns, investors were broadly in the steepener/pay U.S. backend camp, and also were positioned for a weaker U.S. dollar," the Citi strategists wrote. However, they said while they share some of these worries, "negative sentiment with the U.S. at the IMF has been extreme." The Citi analysts noted that the Trump administration is "clearly in an all-out negotiation mode on tariffs," predicting that the White House is likely to secure deals with the U.K., India, Saudi Arabia, Japan, Vietnam, and South Korea. These agreements could lower tariff worries, they argued. More progress with China -- the central target of Trump’s tariff agenda -- may also aid sentiment, the analysts said. "Given the scope for deal-making, both consensus steepeners and U.S. dollar shorts have some squeeze risk," they said.

10 months ago

Click Subscribe. #USAssets #IMF #WorldBank #Citi #Finance

0 0 0 0

Negative sentiment around U.S. assets "extreme" at IMF-World Bank meetings - Citi Investing.com - The negative sentiment towards U.S. assets is at an "extreme" as a lack of clarity surrounds the broader economic outlook, Citi analysts said. In a note to clients citing discussions with national authorities and international organizations at last week’s International Monetary Fund-World Bank annual meetings, the analysts said "uncertainty" was the most utilized buzzword. Global finance leaders met in Washington for the key gathering, with many hoping to glean more insight into U.S. President Donald Trump’s aggressive tariff policy and how it could impact the global economy. "Indeed, we sense the mood among investors in DC was sour with respect to U.S. assets," the Citi analysts said. "Most investors seem to be expecting a recession as a result of the tariff war and associated uncertainty." They added that skepticism surrounded U.S. growth estimates, as well as "overly optimistic" expectations for cost cuts. "Given their fiscal concerns, investors were broadly in the steepener/pay U.S. backend camp, and also were positioned for a weaker U.S. dollar," the Citi strategists wrote. However, they said while they share some of these worries, "negative sentiment with the U.S. at the IMF has been extreme." The Citi analysts noted that the Trump administration is "clearly in an all-out negotiation mode on tariffs," predicting that the White House is likely to secure deals with the U.K., India, Saudi Arabia, Japan, Vietnam, and South Korea. These agreements could lower tariff worries, they argued. More progress with China -- the central target of Trump’s tariff agenda -- may also aid sentiment, the analysts said. "Given the scope for deal-making, both consensus steepeners and U.S. dollar shorts have some squeeze risk," they said. Which stock should you buy in your very next trade? With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Unsure where to invest next? Get access to our proven portfolios and discover high-potential opportunities. In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech stocks, and Mid Cap stocks, you can explore various wealth-building strategies.

10 months ago

Click Subscribe. #IMF #WorldBank #USAssets #FinanceNews #EconomicTrends

0 0 0 0

Spyros Andreopoulos

@thinicemacro.bsky.social

10 months ago

Bond Vigilantes May Deny Trump a Big Fiscal Win Treasury market volatility here to stay

Bond Vigilantes May Deny Trump a Big Fiscal Win open.substack.com/pub/thinicem...
To prevent #recession, the #Trump administration needs big #taxcuts, soon. Recent signs of an #investor #exodus from #USassets suggest the price may be high. #Volatility in the #USTreasury #market looks here to stay.

0 0 0 0

Bridgewater Co-CIOs warn of "exceptional risks" to U.S. assets - Reuters Investing.com - U.S. assets face "exceptional risks" due to the slate of modern mercantalist policy changes introduced in the opening months of President Donald Trump’s second term in office, according to a Bridgewater Associates newsletter cited by Reuters. In a newsletter late on Wednesday, the hedge fund’s Co-Chief Investment Officers Bob Prince, Greg Jensen and Karen Karniol-Tambour said that they expect a "policy-induced slowdown" and see a "rising probability of a recession." Assets such as U.S. stocks face particular risks, they argued, adding that inflows had previously been bolstered by solid U.S. growth and a Federal Reserve willing to make adjustments to respond to wider economic challenges. The comments come after Karniol-Tambour said stocks were a "good thing" to hold after Trump won last November’s presidential election, reflecting initial hopes that his victory would usher in a period of lower taxes and looser regulation. But financial markets have been rattled by Trump’s move to slap elevated tariffs on a host of countries. Trump has said the decisions were partly necessary to reshore American manufacturing jobs and boost government revenue. Since announcing his so-called "reciprocal" levies on April 2, Trump has partially paused them for most countries for 90 days, leaving his officials with the task of securing dozens of individual trade agreements. He has also lifted tariffs on China to at least 145%, sparking retaliatory duties from Beijing of 125% on American imports. Meanwhile, universal 10% tariffs remain in place, as well as levies on items like steel, aluminum, and autos. Economists have warned that higher tariffs could fuel inflationary pressures and weigh on economic activity, while many businesses have flagged that the uncertainty around the levies is making it difficult to set investment plans. Markets have gyrated sharply as traders race to keep up with Trump’s erratic tariffs, while the president’s recent suggestion that he could fire Fed Chair Jerome Powell for not quickly slashing interest rates has further exacerbated investors’ concerns. This week, stocks fell sharply on Monday, only to bounce back over the next two days, after Trump appeared to be willing to engage in trade discussions with China and seemed to back away from his threat to oust Powell.

10 months ago

Click Subscribe. #Bridgewater #Economy #InvestmentRisks #FinanceNews #USAssets

0 0 0 0

Asia fights drag from Wall St as US assets buckle Blog Mobile Portfolio Widgets About Us Advertise Help & Support Authors Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

10 months ago

Click Subscribe. #Asia #WallStreet #USAssets #EconomicTrends #MarketNews

0 0 0 0

Why this strategist is expecting a lost decade for U.S. assets. - MarketWatch Why this strategist is expecting a lost decade for U.S. assets. MarketWatch

10 months ago

Click Subscribe #USAssets #MarketWatch #Investing #FinanceNews #EconomicOutlook

0 0 0 0

Canada Pensions Target Europe With Trump Shaking Up World Order Canada’s biggest pension funds increased their ownership of US assets in recent years to tap into strong economic growth. President Donald Trump’s agenda now has some eyeing Europe as an attractive sp...

11 months ago

1 Bloomberg: The #USdollar is weakening to a six-month low on concern that the confusion around the #Trump administration’s #tariff policy will drive #traders away from #USassets. 🧵
#markets

2 1 1 0

C. MICHEL WEINBERG ✡️

@cmichelw.bsky.social

11 months ago

This is bad for the U.S, Canada is not the only one.

#Canada’s biggest #pensionfunds increased their ownership of #USassets in recent years to tap into strong economic growth. #Trump’s agenda now has some eyeing #Europe as an attractive spot for capital www.bloomberg.com/news/article...

0 0 0 0

🇨🇦 The Cantankerous Canuck 🇨🇦

@cantankerouscanuck.bsky.social

1 year ago

I hate to be "that guy," but you spelled USasshats wrong: ...shift away from #USassets.

1 0 1 0

1 year ago

1 Bloomberg: yesterday’s $1.1 trillion selloff in the #Nasdaq100 underscores how Trump’s #AmericaFirst policies have, paradoxically, spurred a shift away from #USassets. 🧵
#markets

5 0 2 0

1 year ago

Companies and capital are fleeing the #TrumpCircus and #PresidentMusk due to lack of confidence. The #TSX is a sane option in a sane country. #WarrenBuffet is also ditching his #USAssets.
#Canada
#America
#Elon
#Trump

6 2 1 0

1 year ago

#Undocumented immigrants do most of the labour in #America. #Trumps attacks on them will destroy the #USEconomy. #America is already broke and this will make things worse. #WarrenBuffet knows this and is selling his #USAssets.

1 0 0 0

1 year ago

#AmericaisBroke and #AmericaisBroken.
#Trump is trying to shake down other countries to hide this reality and avoid #Bankruptcy.
Warren Buffet knows and is ditching his #USAssets.

1 0 0 1