The biggest hedge funds added to their gains in June, sailing through the first half of the year amid global market chaos sparked by President Donald Trump’s tariffs and the Israel-Iran war https://t.co/Hv81TM2pNt ...

Key focus and themes Global Markets Research Foreign Exchange Asia exJapan/Euro Area/Europe Softer USD drivers back in focus Considering June NFP (3 July), Trump's "Big Beautiful Bill" (4 July) and the tariff deadline (9 July), where do you expect EUR/USD to trade in two weeks (current spot: 1.17)? | | ★★★★★ | | Top 5 FX and Rates Trades | | ★★★★★ | | | --- | --- | --- | --- | --- | --- | --- | | Countries | Trade | bp move | bp move from | Target | Timeline | Conviction (0-5) | | | | from start | current | ...

Core Insights - BlackRock launched the iShares Global Government Bond USD Hedged Active ETF (GGOV), the first actively managed ETF providing USD-hedged exposure to global government bonds, addressing the demand for diversified fixed income solutions [1][5] - The fund has an expense ratio of 0.39% and follows the Bloomberg Global Treasury USD Hedged Index as its benchmark, with historical performance indicating better returns with less volatility compared to U.S.-only bond indices [2] - GGOV aims to mitigate overexposure to long-dated U.S. Treasuries, which are seen as increasingly risky, by providing a worldwide strategy that enhances yields and reduces risk when U.S. interest rates exceed international rates [4] Market Context - The launch of GGOV coincides with a period of elevated inflation, large budget deficits, and rising issuance, making it a valuable tool for U.S. asset allocators [3] - The ETF is positioned to meet the needs of investors reassessing their bond exposures in light of global rate changes and ongoing inflation, combining active alpha creation with a USD hedge for both defense and diversification [5] - GGOV is part of BlackRock's expanding fixed income offerings, contributing to its $52 billion U.S. active ETF platform and its $1 trillion global bond ETF franchise [5]

So, we kind of hit some of the worries. What do you see as the potential upside. Like, what could actually move the market higher right now at at highs.Can we keep going. I mean, we had our um someone from City kind of give us their S&P price target with like a 1% increase the rest of the year. What's your view.No, we're still at around 6,000 for the S&P 500. So, I think you're in a range here. You have slower growth coming and we think higher inflation, but you also have that there's been very steady retai ...

J P M O R G A N Global FX Strategy 27 June 2025 FX Mid Year Outlook Ten questions (and answers) on currencies in 2H25 Outlook:Stay bearish USD. Valuation undershoots vs. rates/ equities, positioning, and a paucity of discrete catalysts are not a constraint for further weakness. Quality of USD carry has deteriorated and the dollar smile has widened. Historical data across DMs shows that FX hedge rebalancing should continue to act as a dollar depressant. Significant CNY strength is not a pre-condition for USD ...

Well, I was a poker player first and then I went from poker to finance. So, did you see similarities. Yeah, I mean, there's lots of similarities between poker and running a hedge fund.Uh, in both disciplines, you have to constantly be asking yourself, where does the money come from. Every strategy that we build at our firm, the basis of the strategy is some player in markets that we think is doing something non-economic. So, it's not necessarily like they're making a mistake, but they're they're buying or s ...

Denmark is clawing back €232 million seized in Germany during a criminal probe of hedge fund founder Sanjay Shah as it tries to recover billions lost to the sprawling Cum-Ex tax scandal https://t.co/rpxSzcipAm ...

Well, I was a poker player first and then I went from poker to finance. So, did you see similarities. Yeah, I mean, there's lots of similarities between poker and running a hedge fund.Uh, in both disciplines, you have to constantly be asking yourself, where does the money come from. Every strategy that we build at our firm, the basis of the strategy is some player in markets that we think is doing something non-economic. So, it's not necessarily like they're making a mistake, but they're they're buying or s ...

imprint certain at four imprint. com. >> For imprint for certain.We are back. Markets have been resilient in the face of today's news out of the Middle East. For more, let's welcome Goldman Sachs, global head of hedge fund coverage Tony Pascarella.Good to see you. Welcome back. Thanks, Scott.What do you make of the market. It's pretty interesting market. >> Very interesting.So let's let's start here. Obviously a very fluid, very complex geopolitical backdrop. I would say if you observe kind of the constella ...

Private equity and hedge funds are generally structured as pass-through entities, allowing them to pass their entire tax obligation along to their investors or limited partners. Here is how private equity and hedge funds are taxed. https://t.co/7J03lZupFc ...