Stocks and the dollar edged higher on Tuesday as U.S. President Donald Trump’s administration responded to pressure from automakers and said it will soften some tariffs, ahead of a big week for economic data and earnings. The U.S. would move to reduce the impact of duties imposed on foreign parts...
https://www.hellenicshippingnews.com/stocks-drift-dollar-steadies-on-us-auto-tariffs-relief/
Japan: BoJ likely to hold rates, but signal hikes in coming months The Bank of Japan will stand pat despite the sizzling inflation amid uncertainty surrounding the US trade policy. However, the BoJ will signal additional interest rate hikes in the coming months. South Korea: Data on monthly...
Donald Trump is nearing the 100-day mark of his second presidency and investors are no closer to figuring out how to trade his policies, nor do central bankers have much clarity on how their economies may be affected. Additionally, earnings season is ramping up, there’s crucial U.S. jobs data, a...
https://www.hellenicshippingnews.com/take-five-trumps-first-100-days/
Leveraged equity exchange-traded funds have seen a surge in inflows this month as some investors seek to position for amplified gains when markets recover from a selloff induced by U.S. President Donald Trump’s trade tariffs. According to LSEG Lipper data, leveraged equity funds have received...
How (not) to spot a recession What’s the probability of a recession? It’s a question we’re getting asked a lot, which is ironic really, given that we economists are famously… not very good at predicting recessions. That thing about “predicting nine out of the last five” is probably being generous....
https://www.hellenicshippingnews.com/think-ahead-how-to-not-spot-a-recession/
Investors are opting for Europe as they shift assets out of the U.S., with the region’s equity funds clocking their largest weekly inflow in eight years, according to Bank of America. But softening relative growth momentum, FX headwinds and good news already being priced explains why European...
https://www.hellenicshippingnews.com/where-is-european-equities-outperformance-as-inflows-pour-in/
The U.S. Securities and Exchange Commission has lost 16% of its workforce since this time last year, two sources briefed on the matter said, leaving Wall Street’s top regulator with gaps across key divisions at a time of market turmoil. Most of those staff members left since February when more than...
Stocks drifted on Thursday and a rebound in the dollar lost traction as investors tried to sift through the noise from the Trump administration and its fickle stance on tariffs and the Federal Reserve’s leadership. Over the last week, U.S. President Donald Trump rained attacks on Fed Chair Jerome...
Stock markets around the world have been relatively settled this week after a period of chaos, sparked by US trade tariffs. But investors are still closely watching a part of the market which rarely moves dramatically – the US bond market. Governments sell bonds – essentially an IOU – to raise...
https://www.hellenicshippingnews.com/why-everyone-is-suddenly-so-interested-in-us-bond-markets/
US Treasury yields have marched higher again – what’s going on? The impact of tariffs was the discount for a recession and more rate cuts, typically deemed a good rationale to buy bonds. It still is, and could be in months to come. But for now, we’ve gone the other way. Treasury bond prices have …
https://www.hellenicshippingnews.com/rates-us-treasuries-have-become-a-pain-trade/