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4 days ago | 
bloomberg.com | Catherine Bosley |Malavika Kaur Makol
Operações de carry trade de mercados emergentes decolam novamente, com a volatilidade cambial diminuindo em meio a sinais de que as tarifas agressivas do presidente americano Donald Trump talvez não sejam totalmente implementadas. Um índice de retornos de carry trade — no qual um operador toma emprestado em uma moeda de baixo rendimento e depois investe em outra que oferece retornos mais altos — atingiu a máxima em sete anos no final de maio.
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4 days ago | 
ca.finance.yahoo.com | Catherine Bosley |Malavika Kaur Makol
(Bloomberg) -- Emerging market carry trades are taking off again, as currency volatility subsides amid signs President Donald Trump’s aggressive tariffs may not get fully enacted.
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5 days ago | 
bloomberglinea.com | Catherine Bosley |Malavika Kaur Makol
Bloomberg — Las operaciones de carry trade en los mercados emergentes están despegando de nuevo, a medida que la volatilidad de las divisas disminuye en medio de señales de que los agresivos aranceles del presidente Donald Trump podrían no llegar a promulgarse en su totalidad. Un índice de rendimientos carry -por el que un operador toma prestado en una divisa de bajo rendimiento y luego invierte en otra que ofrece rendimientos más altos- alcanzó un máximo de siete años a finales de mayo.
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5 days ago | 
bloomberg.com | Catherine Bosley |Malavika Kaur Makol
(Bloomberg) -- Emerging market carry trades are taking off again, as currency volatility subsides amid signs President Donald Trump’s aggressive tariffs may not get fully enacted. An index of carry returns — for which a trader borrows in a low-yielding currency and then invests in another offering higher returns, hit a seven-year high in late May.
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5 days ago | 
flipboard.com | Catherine Bosley |Malavika Kaur Makol
1 day agoThe financial markets in 2025 have been a whirlwind of volatility, with the stock market battered by economic policy shocks and the bond market grappling with its own turbulence. The 10-year Treasury yield, a critical barometer of economic health, has oscillated between approximately 4.0% and 4.47% …
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1 week ago | 
ca.finance.yahoo.com | Jaehyun Eom |Srinivasan Sivabalan |Catherine Bosley
(Bloomberg) -- Emerging market currencies rose, as President Donald Trump’s move to extend a deadline for aggressive tariffs on the European Union bolstered risk appetite.
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2 weeks ago | 
bloomberglinea.com | Catherine Bosley |Michael Nagle
Bloomberg — Los inversores deberían reducir sus tenencias de acciones de mercados emergentes y comprar acciones estadounidenses en su lugar, según Wells Fargo & Co. (WFC). Si bien las acciones de las economías emergentes han superado el índice de referencia S&P 500 este año, el desempeño superior de los mercados emergentes generalmente está correlacionado con un dólar débil, escribió Austin Pickle, estratega de inversiones, en una nota fechada el 19 de mayo.
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2 weeks ago | 
bloomberg.com | Catherine Bosley
(Bloomberg) -- Investors should reduce their holdings of emerging market equities and buy US stocks instead, according to Wells Fargo & Co.While shares in up-and-coming economies have outperformed the S&P 500 benchmark index this year, emerging market outperformance is typically correlated with a weak dollar, Austin Pickle, an investment strategist, wrote a note dated May 19. He forecasted a stronger greenback while flagging the risk of China-US tensions.
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3 weeks ago | 
hk.news.yahoo.com | Catherine Bosley
Catherine Bosley 2025年5月16日 上午1:08 【彭博】-- 瑞銀集團稱，近期金融市場震盪增強了黃金的吸引力，全球資金希望將錢從美國轉移出去或對沖其在美國的風險敞口。 「美國風險資產和美元波動將導致更多國際投資者考慮對沖更多美元敞口，並在全球範圍內實現資產配置多元化，」瑞銀財富管理部門的首席投資官Mark Haefele本周表示。「黃金仍然是重要的多元化投資工具。」 推薦閱讀：亞洲潛在的美元賣壓幾何 分析師稱或引爆達2.5萬億美元的「雪崩」 雖然黃金已從4月逾3,500美元的紀錄高位回落，但美國關稅政策的不確定性以及再次徵收高額關稅的風險，引發人們對美元作為全球主導貨幣地位的質疑。 Haefele表示，投資者需要進行多元化投資及對沖操作，「以增強資產價值的確定性，尤其是在有非美元債務到期的情況下」。「這些趨勢並不需要美國例外論發生巨變才能顯現出來。」 原文標題UBS’s Haefele Says Dollar Volatility Boosts Gold’s Appeal More stories like this are available on...
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3 weeks ago | 
businessmirror.com.ph | Catherine Bosley |Matthew Burgess |Maria Elena Vizcaino
AFTER years of coming second to popular Latin American carry trades, Asian currencies are finding their cheapness has become an asset as traders seek to capitalize on the dollar’s eroding premium status. Currencies like South Korea’s won, the Indonesian rupiah, and the Indian rupee rank among the most undervalued in emerging markets relative to their historic average, according to data compiled by Bloomberg.
