What are you thinking about UK assets as we go into this week. Well, just stepping back a bit, I actually quite like UK assets as a whole own overweight UK equities, overweight UK gilts and investment grade credit, and I suspect that throughout the year sterling can appreciate a bit against the dollar that maybe saves as much about the dollar as it does about Sterling. On the positive side, the Bank of England is cutting rates and I think they'll probably cut three times this year, bringing the policy rate ...

Will emerging markets make a comeback this year? A big part of the answer depends on what happens next with the dollar https://t.co/vUiTcQvGdw ...

Let's bring in Richard Bernstein. He's the CEO and chief investment officer at Richard Bernstein Adviserss. Rich, I can't wait to hear where are you value hunting.What are you steering clear of. I I I have to imagine you're you're loving the cyclical story here. Why do you think the market's doing so well today.What did you make of the Amazon quarter. So many questions. >> So, so I don't know where to start, Kell.I mean, um, I think, um, look, I think the broadening of the market, we've argued for some time ...

The combination of volatile policymaking and a falling exchange rate make holding the dollar riskier than for decades https://t.co/i1CiDzknvD ...

Trump names Kevin Wash as new Fed chair.Metals crashing. Dollar soars.We break down what this might spell for your portfolio in 1 chart: https://t.co/lzp8frJjQX ...

Core Viewpoint - The Federal Reserve is likely to maintain interest rates unchanged in the foreseeable future, especially with the nomination of Waller as the next Fed Chair, amidst a resilient U.S. economy and rising inflation risks [1][3]. Economic Outlook - The combination of loose financial conditions, relaxed monetary policy, and upcoming large-scale fiscal stimulus (OBBA Act) may lead to a nominal GDP growth of 5-6% in the U.S. this year [1]. - The Dallas Fed tracks Q4 GDP growth at 2.49%, while the New York Fed's real-time forecast is at 2.74%, achieved even during a prolonged government shutdown [1]. Federal Reserve's Position - The Fed acknowledged stronger economic growth and shifted its risk balance from employment targets, describing economic activity as "robust" rather than "moderate" [3]. - The Fed Chair Powell indicated that the policy rate is no longer in a restrictive zone, with the current rate close to the estimated neutral rate of around 3.25% [3]. Dollar Dynamics - The dollar has depreciated approximately 11% over the past year, but with the Fed likely to remain cautious in the coming months, dollar shorts should be wary at current valuation levels [3][10]. - The weak dollar theme has been driven by various factors, including the U.S. Treasury's engagement with the Japanese Ministry of Finance, which has contributed to the dollar's decline [8]. Future Fed Leadership - Waller's nomination as the next Fed Chair is seen as a response to political dynamics, with him being viewed as a more establishment candidate and potentially facing less resistance during confirmation [6]. - Historically, Waller has been more hawkish than other candidates, prioritizing inflation control over employment considerations, and is expected to implement rate cuts only when absolutely necessary [6][7]. Market Implications - The current economic conditions and the Fed's emphasis on independence suggest that the future of the Fed may be less susceptible to political interference, which is viewed positively by investors who value central bank independence for global financial stability [10].

Core Viewpoint - Markets in Japan and South Korea have experienced significant surges as investors eagerly await the results from AMD, indicating a strong interest in technology sector performance and its impact on regional markets [1] Group 1: Market Performance - The Japanese market has shown a notable increase, reflecting positive investor sentiment and potential growth opportunities in the region [1] - South Korean markets have also surged, suggesting a broader trend of optimism among investors in Asia [1] Group 2: Investor Sentiment - Investors are particularly focused on AMD's upcoming results, which are anticipated to provide insights into the technology sector's health and future prospects [1] - The anticipation surrounding AMD's performance highlights the importance of tech companies in driving market trends and investor confidence [1]

Gold and silver have plunged as the rally in precious metals abruptly reversed. Gold fell almost 20% and silver 40% from peak to trough. It's a breakneck unwind of recent gains with precious metals reaching record highs as recently as last week.Elevated economic uncertainty, rising geopolitical risks, and limited hedging alternatives have all driven gold higher. Then there's the dollar angle. The use of the dollar as a political tool has driven central banks to diversify away from the dollar and into gold.M ...

Why is gold hitting all-time highs while Bitcoin sits in a bare market? And what does this tell us about the next decade of money? Renowned financial journalist Nikico Yuk joins me to discuss the state of Europe within all this global chaos, what the rising price of gold is signaling to us, how the US is winning the Bitcoin arm race, and why the Euro zone is stuck in a regulatory trap. and stick around to learn why Nico thinks Bitcoin is no longer just a financial asset and why even the global elites are be ...

Since 2024 prices rose faster in Japan than in three of its biggest trading partners. That has caused the yen to lose purchasing power more quickly than the yuan, the dollar or the euro https://t.co/u2ZMoISaJp ...