ANALYSIS-INVESTORS CIRCLE THE TRUMP TRADE'S GLOBAL MARKET VICTIMS
https://media.zenfs.com/en/reuters-finance.com/7f5576520bc26f38eb5bc06a27ddb4fe
✍️ Big global investors are exiting popular trades that bet on US President-elect Donald Trump's tax and tariff policies boosting Wall Street and hurting other markets, and instead are looking for bargains in places where pessimism may have gone too far.
👉 Big global investors are exiting popular trades that bet on Trump's tax and tariff policies boosting Wall Street and hurting other markets 👉 Investors are finding opportunities in assets that have weakened, such as European car-makers and the Mexican peso 👉 Questioning the popular market view that Trump's policies will aggressively pursue inflation and derail Federal Reserve rate cuts 👉 Looking at European car-makers, the Mexican peso, and Chinese stocks as potential bargains
-- #NaomiRovnick #JohnRoe #ShanielRamjee #MichaelField #BenjaminMelman #CraigInches #SheldonMacDonald #LONDON #US #China #Europe #Mexico #Germany #UK #mainstream #business
Loading quoted post…
