U.S. Broad Trade-Weighted Dollar Index

U.S. Broad Trade-Weighted Dollar Index The U.S. dollar’s continued rise in Q4 2024 will likely remain a modest headwind to earnings growth, as it was in the previous two quarters. Image: Deutsche Bank Asset Allocation

Trade Policy Uncertainty

Trade Policy Uncertainty The rise in trade policy uncertainty significantly undermines investment confidence, disrupts trade flows, and hampers overall economic growth, highlighting the need for stable trade policies to foster a healthier global economy. Image: Goldman Sachs Global Investment Research

What Do You Think Is Currently the Most Crowded Trade?

What Do You Think Is Currently the Most Crowded Trade? For FMS investors, the “Long Magnificent Seven” trade continues to be the most crowded, largely attributed to the impressive performance and market leadership of these tech stocks. Image: BofA Global Fund Manager Survey

G10 FX Carry Trade Index

G10 FX Carry Trade Index The Bank of Japan’s recent actions caused market turmoil termed an “ugly deleveraging event,” reflecting ongoing economic challenges in Japan. Navigating a post-deflationary landscape adds complexity to the situation. Image: BofA Global Investment Strategy

What Do You Think Is Currently the Most Crowded Trade?

What Do You Think Is Currently the Most Crowded Trade? The “Long Magnificent Seven” trade remains widely considered the most crowded trade among FMS investors. The popularity of these stocks may be attributed to their robust performance and dominant position in the market. Image: BofA Global Fund Manager Survey

Gold vs. U.S. Dollar Trade Weighted Index

Gold vs. U.S. Dollar Trade Weighted Index During times of economic uncertainty, both gold and the U.S. dollar can rally together, as they are considered as safe haven assets. Image: The Daily Shot