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Are the US markets behaving like a developing nation's? Mohamed El-Erian explains why they are.
Yahoo Finance· 2025-07-20 16:00
US trading partners are readying a response to President Trump's recent barrage of tariff threats, including a potential 30% levies against the EU and Mexico announced over the weekend. In a piece for the publication Foreign Affairs, Queens College Cambridge President Muhammad Alien wrote that the US has quote shaken the very foundations of the global order, adding that there is no trusted conductor to guide countries and companies through the complicated transition to whatever is coming next. Joining me no ...
X @Michaël van de Poppe
Michaël van de Poppe· 2025-07-18 18:35
One of the best correlations in the markets.- CNH/USD bottomed in April.- $ETH / $BTC bottomed in April.- Gold peaked in April.The risk-on vs. risk-off change already happened three months ago and since then $ETH has outperformed Bitcoin by 70%.This means that there's more upside to come in the next 12-24 months as the confidence is slowly getting build up. ...