After Trump took office, he continuously "withdrew from groups". Will the next one be the IMF?
Analysis suggests that if the USA withdraws from the IMF, it would be a "massive economic, financial, and political mistake." The USA would lose all influence over the organization's policies and operations. More seriously, this would significantly weaken the international status of the dollar.
US Profit Outlook Rarely This Sour — Morgan Stanley's Wilson
The core logic behind the recent sell-off of dollar Assets: Trump is pressuring Powell.
Investors are closely evaluating whether Trump can truly fire Powell. Macquarie states that the latest catalyst for the dollar sell-off may be the pressure Powell is facing. However, the reality is that the dollar sell-off does not need further excuses. The events that have occurred over the past three months are enough to prove the persistence of the dollar sell-off, which may continue for several more months.
The Mag 7 Earnings Reports have begun! Under the tariff storm, Tesla has sounded the "red alert," and Google is facing a "chain reaction" of tariffs.
In the latest guidance, investors will clearly discern which tariff risks have been fully absorbed by the market and which potential impacts have not yet been priced in.
Under the impact of tariffs, US multinational companies are increasing long-term MMF hedging to cope with Exchange Rates fluctuations.
USA multinational companies are extending the duration of their MMF hedging to protect their cash flow from potential Exchange Rates fluctuations caused by the tariff policies of the Trump administration.
China Warns Against Trade Deal With U.S. at Beijing's Expense
Trump wants to fire Powell? The French finance minister warns: this will damage the credibility of the dollar and the USA economy!
① The French Minister of Finance, Le Maire, warned that if Trump dismisses Federal Reserve Chairman Powell, it would jeopardize the credibility of the dollar and undermine the stability of the USA economy; ② Last week, Trump expressed his disappointment in Powell's cautious attitude towards interest rate cuts and posted on Social Media that Powell is not being fired quickly enough.
Downward resistance and upward cap, Buffer ETFs have gained tremendous popularity amid the turmoil in the US stock market.
Since the beginning of this year, there has been a significant correction in the US stock market, and the Buffer-type buffered ETFs, known as the "anti-dip神器", have become popular against the trend.
Trump Is Everywhere Except in the Economic Data -- WSJ
Trump to 'Blink First' in Trade War: Natixis' García-Herrero
Over 1,200 top economists have signed the "Anti-Tariff Declaration," including Nobel Prize winners and former presidential advisors!
① A total of 24 economists, including two Nobel Prize winners and former presidential advisors, jointly issued an "anti-tariff declaration," criticizing Trump's tariff policy for potentially leading to a "self-inflicted recession"; ② As of the time of this report, over 1,200 economists have signed in support of the declaration, warning that it is urgent to revoke the trade policies of the Trump administration.
Where is the safe haven under the tariff war? Wall Street has found a "paradise": Asia Consumer stocks.
① Goldman Sachs and Morgan Stanley's strategists both recommended the Consumer Sector in Asia in their report published after the tariff war on April 2, urging investors to shift to defensive positions; ② Fidelity International specifically stated that the company has made a Buy on Chinese consumer stocks that had previously been affected, betting that these companies will benefit from stimulus policies.
Rumors of the "USA-Japan Agreement" are rampant, and the US market "falls without an agreement"?
The long Easter weekend in the USA has come to an end, but there was no news regarding the trade agreement that the market priced in last week, creating a "no news is bad news" market environment. As the market eagerly awaits a deal to boost morale, there are reports that Besant is about to announce what is likely to be an important trade agreement with Japan.
Fed's Goolsbee Warns Economic Activity May Slump This Summer After 'Artificially High' Pre-tariff Bump
U.S. Stock Futures Fall After Another Losing Week on Wall Street
Stock Futures Fall After Wall Street Posts Another Losing Week
Donald Trump's Trade War: JPMorgan Predicts Deals, Higher Taxes and Potential Recession Avoidance
Nearing Retirement? These Strategies Can Protect Your Savings From Tariff Volatility
What to Expect in the Week Ahead (Tesla, Alphabet Earnings; Global Flash PMI Reports)
Recession? Not So Fast, Says IMF — Even After Trump Tariff Chaos