Investors spy the dawn of a tectonic shift away from U.S. markets
2 weeks, 6 days ago

Investors spy the dawn of a tectonic shift away from U.S. markets

The Hindu  

A historic global trade war, a proposed $1.2 trillion European fiscal bazooka and the emergence of China as tech race leader are upending global flows of money, marking a potential turning point for investor capital away from the United States. Meanwhile, U.S. economic data points to a weakening, and the trade war unleashed by U.S. tariffs that kicked in this week is hurting sentiment inside and outside the world's biggest economy. Investors have chopped their bullish bets on the dollar in half to around $16 billion since U.S. President Donald Trump's inauguration in January, based on weekly data from the Commodity Futures Trading Commission. In his first 44 days in office, Mr. Trump has ripped up the playbook on foreign relations in place since 1945, launched a global trade war by slapping tariffs on his country's largest trading partners and forced European leaders to drastically rethink how they fund their own security. Yang Tingwu, vice general manager of asset manager Tongheng Investment, said China's stock market is already immune to higher U.S. tariffs as the country's growing strength is underpinning domestic assets.

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History of this topic

US stock market opening: Wall Street opens lower as tariff concerns resurface
6 days, 23 hours ago

US stock market opening: Wall Street opens lower as tariff concerns resurface

India Today  

Wall Street's main indices started the day in the red as concerns over US tariffs resurfaced, despite the Fed’s cautious economic outlook and policy stance. On the other hand, the Dow Jones Industrial Average fell 244.44 points, or 0.57%, to 41,727.18 and the Nasdaq Composite.IXIC lost 162.59 points, or 0.95%, to 17,585.75. Microchip Technology Inc. and Charles River Laboratories International …

Trump’s new world order tests the dollar
1 week, 3 days ago

Trump’s new world order tests the dollar

Live Mint  

President Trump has launched an unprecedented challenge to a geopolitical order that has prevailed for decades. Few believe that a huge decline in the dollar is imminent, partly because U.S. interest rates are higher than almost anywhere else in the developed world, promising continued foreign investment. Forecasts for faster economic growth, coupled with modestly higher tariffs, initially helped drive stocks …

Key consumer sentiment gauge plunges amid concern over Trump trade wars
1 week, 5 days ago

Key consumer sentiment gauge plunges amid concern over Trump trade wars

Politico  

The sentiment numbers are the latest sign of worry caused by Trump’s trade wars alongside sustained drops in the stock market as investors react to the fallout from higher tariffs on China, Mexico and Canada, and on steel and aluminum from U.S. allies. Treasury Secretary Scott Bessent dismissed concern about the stock market, saying the administration is more concerned with …

Trump effect? Investors looking beyond dollar, poll suggests trade war may trigger its decline
2 weeks, 6 days ago

Trump effect? Investors looking beyond dollar, poll suggests trade war may trigger its decline

Firstpost  

The future of the US dollar’s dominance is increasingly uncertain as investors weigh the impact of the second Trump administration, rising trade tensions, shifting monetary policies and global moves toward alternative currencies The US dollar has been a key part of the global financial system for a long time. Trump’s trade policies and the dollar’s volatility US President Donald Trump’s …

Investors spy the dawn of a tectonic shift away from US markets
2 weeks, 6 days ago

Investors spy the dawn of a tectonic shift away from US markets

Deccan Chronicle  

A historic global trade war, a proposed $1.2 trillion European fiscal bazooka and the emergence of China as tech race leader are upending global flows of money, marking a potential turning point for investor capital away from the United States.China unlocked more stimulus on Wednesday and promised greater efforts to cushion the impact of an escalating U.S. trade war. European …

Dollar Faces Biggest Threat in Decades From ‘Scary’ Moves, Summers Says
3 weeks ago

Dollar Faces Biggest Threat in Decades From ‘Scary’ Moves, Summers Says

Live Mint  

-- Former Treasury Secretary Lawrence Summers said that volatile policy actions and rhetoric from President Donald Trump are posing the biggest risk to the dollar’s dominance in the world economy in half a century. “The broad approach we are taking to the rest of the world represents the biggest threat to the US dollar’s role as the central currency in …

Charting the Global Economy: US Inflation Picks Up Ahead of Tariffs
1 month, 1 week ago

Charting the Global Economy: US Inflation Picks Up Ahead of Tariffs

Live Mint  

-- US inflation picked up broadly at the start of the year, further diminishing chances the Federal Reserve will cut interest rates anytime soon. World Economists are warning the next stage of Donald Trump’s trade war would open new fronts across Asia, with India and Thailand among the nations most exposed to risks from the US president’s vow to impose …

Dollar, bitcoin, treasury yields ease as investors weigh Trump’s approach to tariffs
2 months ago

Dollar, bitcoin, treasury yields ease as investors weigh Trump’s approach to tariffs

Live Mint  

The dollar fell against a basket of currencies, the yield on the 10-year Treasury eased and bitcoin pulled back from recent record highs in the wake of President Donald Trump’s inaugural speech, with the absence of any immediate imposition of broad tariffs providing some relief to equities. Trump’s series of executive orders didn’t include immediate changes to U.S. trade policy …

America’s strengthening dollar will rattle the rest of the world
4 months, 2 weeks ago

America’s strengthening dollar will rattle the rest of the world

Live Mint  

In 1971 John Connally, then the American treasury secretary, told his European counterparts that the dollar was “our currency, but your problem". Over the following half-century the global economy has transformed, but Connally’s adage still rings true: even though the value of the dollar remains largely set by domestic developments in America, its swings almost always send ripples across the …

Stock market today: Chinese shares soar, then fade as Beijing outlines details of stimulus
5 months, 2 weeks ago

Stock market today: Chinese shares soar, then fade as Beijing outlines details of stimulus

The Independent  

For free real time breaking news alerts sent straight to your inbox sign up to our breaking news emails Sign up to our free breaking news emails Sign up to our free breaking news emails SIGN UP I would like to be emailed about offers, events and updates from The Independent. Read our privacy policy Shares soared Tuesday in Shanghai …

A Soft Landing in the U.S. Could Be Hard for Everyone Else
1 year, 5 months ago

A Soft Landing in the U.S. Could Be Hard for Everyone Else

Live Mint  

The U.S. economy might be heading for a soft landing. Surprising strength in the U.S. economy poses a threat to the rest of the world, portending higher interest rates for longer and a stronger dollar that will weigh on other countries’ growth. Fragmentation Strong U.S. economic data, including September’s blockbuster hiring report, helped send Treasury yields to 16-year highs as …

Stock market today: World shares surge after Wall St gains on signs the US jobs market is cooling
1 year, 6 months ago

Stock market today: World shares surge after Wall St gains on signs the US jobs market is cooling

Associated Press  

Stocks were higher in Europe and Asia on Monday following a report that signaled the US jobs market, while still healthy, shows some signs of cooling, raising hopes for an easing of interest rate hikes. Market fears that the Fed might have to keep interest rates higher for longer — following reports showing the U.S. economy remains remarkably resilient — …

European stocks boosted by Chinese stimulus plans
2 years, 10 months ago

European stocks boosted by Chinese stimulus plans

The Independent  

For free real time breaking news alerts sent straight to your inbox sign up to our breaking news emails Sign up to our free breaking news emails Sign up to our free breaking news emails SIGN UP I would like to be emailed about offers, events and updates from The Independent. Read our privacy policy European markets had another strong …

Dollar hits rough patch after strong start to 2021
3 years, 11 months ago

Dollar hits rough patch after strong start to 2021

Live Mint  

The dollar has slipped this month as the Federal Reserve stuck to its message that it won’t raise interest rates soon despite forecasts that the U.S. economy will recover faster than its peers. The dollar has tended to fall against other currencies in April over the past 10 years, Mr. Brennan said, as a result of disappointing economic data such …

Fading hopes of big US spending pull down yields overseas
4 years, 4 months ago

Fading hopes of big US spending pull down yields overseas

Live Mint  

The election-induced drop in Treasury yields rippled overseas, dragging down borrowing costs in Europe as investors wrote off hopes that a big U.S. spending package could give the global economy a jolt. German 10-year yields hovered around their lowest levels since March on Thursday, dropping to minus 0.657% in early trading before rebounding to minus 0.636%, slightly above Wednesday’s close, …

Markets see the bright side to US election frenzy
4 years, 4 months ago

Markets see the bright side to US election frenzy

Live Mint  

Markets can act strangely sometimes. Investors are betting a Biden presidency with a Republican-controlled Senate make a multitrillion-dollar stimulus package less likely, forcing the Federal Reserve to keep rates lower for longer. A victory by Biden could pave the way for the roll-out of more stimulus that could lift equity and commodity markets—particularly gold, which benefits from a weaker dollar …

Asia shares, oil price suffer fresh spill as virus damage deepens
4 years, 11 months ago

Asia shares, oil price suffer fresh spill as virus damage deepens

Al Jazeera  

US President Donald Trump extends social restrictions to end-April as top US health official issues grim warning. Asian shares slid on Monday and oil prices took another tumble as fears mounted that the global shutdown to curb the spread of the coronavirus could last for months, doing untold harm to economies. E-Mini futures for the S&P 500 skidded 1.2 percent …

US stock plunge hits 4% with stimulus in doubt
5 years ago

US stock plunge hits 4% with stimulus in doubt

Live Mint  

Virus-fomented turmoil continued to rattle global financial markets, with US stocks plunging more than 4% as investors await details of a policy response from the Trump administration. “Every day we get whipsawed back and forth, and what we’re seeing today is general disappointment that fiscal policy is not at all clear in how it’s going to stimulate the economy,” said …

Global markets rise on hopes of progress on US-China trade deal
5 years, 3 months ago

Global markets rise on hopes of progress on US-China trade deal

Al Jazeera  

The stock index of MSCI, a global data provider, on Thursday hit a record high and the United States dollar edged up along with US Treasury yields after reports the US has in principle reached a “phase one” trade deal with China. Citing two people familiar with the trade negotiations, Reuters News Agency reported that the US had offered to …

China is saving stimulus for trade war winter as yuan weakens
5 years, 7 months ago

China is saving stimulus for trade war winter as yuan weakens

Live Mint  

Chinese policy makers are holding back from rolling out the big guns of monetary stimulus, keeping options in reserve as the trade standoff with the U.S. risks morphing into a global currency war. Officials are sticking to a cautious monetary strategy even after tensions with the U.S. worsened, with President Donald Trump’s accusations of Beijing’s currency manipulation adding sensitivity to …

World economy edges closer to recession as trade woes spread
5 years, 7 months ago

World economy edges closer to recession as trade woes spread

Live Mint  

Hong Kong/Washington: The escalating trade war between the US and China is nudging the world economy toward its first recession in a decade with investors demanding politicians and central bankers act fast to change course. “If the trade war escalates — this could include a more explicit currency war — uncertainty would be considerably higher and financial conditions much tighter.” …

US-China trade war intensifies: Donald Trump administration designates Beijing a currency manipulator
5 years, 7 months ago

US-China trade war intensifies: Donald Trump administration designates Beijing a currency manipulator

Firstpost  

The Trump administration’s dramatic move against China hastened the risk aversion seen in global markets this week Tokyo: Global stocks extended their already substantial losses and the offshore yuan hit an all-time low on Tuesday after Washington designated Beijing a currency manipulator in a rapid escalation of the US-China trade war. “Following the latest development in the US-China trade war, …

China economy may need more stimulus as US-China trade war escalates
5 years, 10 months ago

China economy may need more stimulus as US-China trade war escalates

CNN  

Hong Kong CNN Business — China’s vast economy showed new signs of weakness last month, raising the likelihood of increased government efforts to stimulate growth as the trade war with the United States escalates. While further stimulus could spark a slight uptick in growth this year, Evans-Pritchard says it’s unlikely to be large enough for a “strong recovery.” China’s retail …

US stocks rebound from two-month lows as growth worries ease
9 years, 3 months ago

US stocks rebound from two-month lows as growth worries ease

Live Mint  

London: US stocks climbed, after the Standard & Poor’s 500 Index dropped to its lowest level in two months since October, as investors concerned that global growth will slow were soothed by China’s signal that it may add to stimulus. “The market is a little bit divided -- one faction thinks we had the rate hike and will shore up …

Make economy transparent, currency market-driven: U.S. to China
9 years, 7 months ago

Make economy transparent, currency market-driven: U.S. to China

The Hindu  

The White House has urged China — which is facing one of the worst financial crises in decades — to continue to pursue financial reform and move rapidly toward a more “market-determined” exchange rate system. China should continue to pursue “financial reform to increase exchange rate flexibility” and to move rapidly toward a more “market-determined” exchange rate system, White House …

NBS: New economic tightening measures unlikely
18 years, 6 months ago

NBS: New economic tightening measures unlikely

China Daily  

Updated: 2006-09-25 15:44 'Due to the country's limited land resources and growing demand for housing, property prices in China are bound not to be cheap,' the newspaper quoted him as saying. Qiu added that low levels of domestic consumption have resulted in unbalanced development, while foreign capital flooding into China has made the growing trade imbalance worse. 'We welcome foreign …

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