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	<title>Search Results for &#8220;trade tension&#8221; &#8211; ISABELNET</title>
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	<title>Search Results for &#8220;trade tension&#8221; &#8211; ISABELNET</title>
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		<title>Aggregate U.S. Dollar Position, Non-Commercial Traders</title>
		<link>https://www.isabelnet.com/bloomberg-dollar-spot-index-and-usd-bets-leveraged-funds/</link>
		
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		<pubDate>Mon, 23 Mar 2026 09:30:10 +0000</pubDate>
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					<description><![CDATA[Aggregate U.S. Dollar Position, Non-Commercial Traders Rising Middle East tensions and a jump in energy prices have pushed speculators back into the U.S. dollar, marking their first net-long position of the year. No surprise there: the greenback usually shines when global risks rise. Image: Bloomberg]]></description>
		
		
		
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		<title>U.S. Recession Probability</title>
		<link>https://www.isabelnet.com/u-s-recession-probability/</link>
		
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		<pubDate>Tue, 14 Oct 2025 08:30:07 +0000</pubDate>
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					<description><![CDATA[U.S. Recession Probability May&#8217;s tariff relief helped temper U.S. recession odds and buoy investor sentiment, but this new round of trade tensions could put that fragile calm to the test. Image: Deutsche Bank]]></description>
		
		
		
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		<title>VIX Seasonality</title>
		<link>https://www.isabelnet.com/vix-seasonality/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 13 Oct 2025 08:30:03 +0000</pubDate>
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					<description><![CDATA[VIX Seasonality Volatility flare-ups aren&#8217;t uncommon this time of year, as political risk and trade tensions bubble back to the surface, sending ripples of anxiety through global markets. Image: Topdown Charts]]></description>
		
		
		
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		<title>International vs. Domestic Exposure</title>
		<link>https://www.isabelnet.com/hedge-fund-equity-exposure/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 16 Jul 2025 08:30:50 +0000</pubDate>
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					<description><![CDATA[International vs. Domestic Exposure Export-oriented U.S. stocks surged after the tariff pause announcement, reflecting growing investor optimism over easing trade tensions—though potential tariff policy changes remain key factors to watch. Image: Bloomberg]]></description>
		
		
		
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		<title>S&#038;P 500 Price Target</title>
		<link>https://www.isabelnet.com/sp-500-price-target-3/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 14 May 2025 08:30:50 +0000</pubDate>
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					<description><![CDATA[S&#38;P 500 Price Target Goldman Sachs has raised its S&#38;P 500 target to 5,900 over the next three months, citing lower tariff rates and reduced recession risks following a significant easing in U.S.-China trade tensions. Image: Bloomberg]]></description>
		
		
		
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		<title>S&#038;P 500 2025 EPS Estimate After Tariff Impact</title>
		<link>https://www.isabelnet.com/sp-500-bottom-up-consensus-eps-estimates/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 26 Apr 2025 08:31:30 +0000</pubDate>
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					<description><![CDATA[S&#38;P 500 2025 EPS Estimate After Tariff Impact Deutsche Bank slashed its 2025 S&#38;P 500 EPS estimate to $240 (from $282) due to tariffs&#8217; outsized burden on U.S. companies. The S&#38;P 500 index could rally to 6,150 if trade tensions meaningfully abate. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>Two-day Performance for the S&#038;P 500</title>
		<link>https://www.isabelnet.com/seasonality-sp-500-annual-performance/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 08 Apr 2025 08:29:17 +0000</pubDate>
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					<description><![CDATA[Two-day Performance for the S&#38;P 500 The two-day decline of 10.5% in the S&#38;P 500 last Thursday and Friday marked its fifth-worst drop since World War II. The turmoil is likely to persist as long as there are no concrete signs of tariff reductions or de-escalation in trade tensions. Image: Deutche Bank]]></description>
		
		
		
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		<title>Foreign Ownership of U.S. Equities by Region</title>
		<link>https://www.isabelnet.com/foreign-investor-equity-demand-vs-u-s-dollar/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 24 Mar 2025 09:29:46 +0000</pubDate>
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					<description><![CDATA[Foreign Ownership of U.S. Equities by Region European investors, major holders of U.S. stocks, could impact valuations if trade tensions rise, potentially shifting focus to European markets benefiting from fiscal stimulus and increased defense spending. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>China Exports YTD</title>
		<link>https://www.isabelnet.com/china-exports-ytd/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 31 Aug 2024 08:30:43 +0000</pubDate>
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					<description><![CDATA[China Exports China&#8217;s exports increased by 2.6% since October 2023, mainly due to demand from regions outside the U.S. However, challenges persist, including weak domestic demand and geopolitical tensions that may impact future trade. Image: BofA Global Investment Strategy]]></description>
		
		
		
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		<title>Trade Tensions Events and Average Correlation of Assets Tracking China Related Risks</title>
		<link>https://www.isabelnet.com/trade-tensions-events-and-average-correlation-of-assets-tracking-china-related-risks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 15 May 2020 12:30:14 +0000</pubDate>
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					<description><![CDATA[Trade Tensions Events and Average Correlation of Assets Tracking China Related Risks This chart shows the risk of renewed US-China trade tensions and market pricing. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Trade Balance with China by Month</title>
		<link>https://www.isabelnet.com/u-s-trade-balance-with-china-by-month/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 07 Feb 2020 13:58:42 +0000</pubDate>
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					<description><![CDATA[U.S. Trade Balance with China by Month U.S. deficit with China narrowed slightly in a year of trade tensions. Image: Oxford Economics]]></description>
		
		
		
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		<title>Global Trade Volume</title>
		<link>https://www.isabelnet.com/global-trade-volume/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 04 Nov 2019 15:25:39 +0000</pubDate>
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					<description><![CDATA[Global Trade Volume Chart showing weaker global trade volumes amid trade tensions. Image: Financial Times]]></description>
		
		
		
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		<title>Liquidity Premium and IG Bonds</title>
		<link>https://www.isabelnet.com/liquidity-premium-and-ig-bonds/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 28 Oct 2019 12:50:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Liquidity Premium and IG Bonds The spread between low liquid and high liquid IG bonds is widening, despite the rally and the belief of an improvement in US-China trade tensions. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Global GDP Growth Outlook &#8211; Trade Tensions vs. Policy Easing</title>
		<link>https://www.isabelnet.com/global-gdp-growth-outlook-trade-tensions-vs-policy-easing/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 22 Oct 2019 15:46:25 +0000</pubDate>
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					<description><![CDATA[Global GDP Growth Outlook &#8211; Trade Tensions vs. Policy Easing The escalation of trade tensions is a risk to the global economy outlook. Image: Morgan Stanley Research]]></description>
		
		
		
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		<title>China&#8217;s Global Acquisitions</title>
		<link>https://www.isabelnet.com/chinas-global-acquisitions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 21 Sep 2019 14:20:18 +0000</pubDate>
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					<description><![CDATA[China&#8217;s Global Acquisitions Global acquisitions by Chinese companies continue to fall, due to tight credit conditions and US-China trade tensions. Image: Financial Times]]></description>
		
		
		
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		<title>Buybacks Are the Source of the Rally in the Stock Market since 2009</title>
		<link>https://www.isabelnet.com/buybacks-are-the-source-of-the-rally-in-the-stock-market-since-2009/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 29 Aug 2019 11:30:41 +0000</pubDate>
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					<description><![CDATA[Buybacks Are the Source of the Rally in the Stock Market since 2009 But as trade tensions and economic slowdown worry U.S. firms, stock buybacks declined last quarter. Image: Deutsche Bank Global Research]]></description>
		
		
		
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		<title>U.S. &#8211; China Competition (Focus Risk)</title>
		<link>https://www.isabelnet.com/u-s-china-competition-focus-risk/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 25 Jul 2019 15:20:06 +0000</pubDate>
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					<description><![CDATA[U.S. &#8211; China Competition (Focus Risk) The United States and China will eventually conclude a trade agreement, but tensions between the two countries are structural and won&#8217;t go away any time soon. Image: BlackRock Investment Institute]]></description>
		
		
		
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		<title>S&#038;P 500 Share Buybacks by Quarter</title>
		<link>https://www.isabelnet.com/sp-500-share-buybacks-by-quarter/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 02 Jul 2019 12:53:46 +0000</pubDate>
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					<description><![CDATA[S&#038;P 500 Share Buybacks by Quarter Share buybacks have contracted for the first time since 2017, as trade tensions and economic slowdown worry U.S. firms. Image: The Wall Street Journal]]></description>
		
		
		
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		<title>World Exports Are Contracting &#8211; May 2019</title>
		<link>https://www.isabelnet.com/world-exports-are-contracting-may-2019/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 20 May 2019 13:10:33 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[World Exports Are Contracting &#8211; May 2019 Nowadays, exports of goods and services represent 29% of global GDP and trade tensions are causing a contraction in world exports. Image: First Eagle Investment Management]]></description>
		
		
		
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		<title>Why Trade Tensions Are Not Driving the U.S. Stock Market?​</title>
		<link>https://www.isabelnet.com/why-trade-tensions-are-not-driving-the-u-s-stock-market/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 06 May 2019 14:32:16 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Why Trade Tensions Are Not Driving the U.S. Stock Market? Because many Unicorns are going public in the United States this year. Secondly, U.S. banks are healthier than ever and liquidity conditions are quite good in the U.S.. So all in all, that&#8217;s far more important than trade tensions. Image: Bloomberg]]></description>
		
		
		
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