Christian Dass

3 weeks ago | thewealthadvisor.com | Sagarika Jaisinghani |Christian Dass

(Bloomberg) - Investors are likely to be forced to chase the stock rally sparked by the US-China trade truce after mostly missing out on last month’s rebound, Bank of America Corp. strategists said. A survey by the bank conducted before the trade talks in Geneva showed fund managers were a net 38% underweight on US stocks, the most in two years. Exposure to the dollar was the lowest since 2006, with about 40% of respondents looking to increase hedges against declines in the US currency.

1 month ago | bloomberg.com | David Marino |Christian Dass

(Bloomberg) -- For hedge funds, last year’s popular index dispersion trade has increasingly morphed into more focused strategies. With tariff tantrums upending global markets, macroeconomic concerns have taken over, overshadowing individual corporate news. In April, the implied correlation on the S&P 500 Index averaged its highest level in more than two years, remaining elevated even at the height of the earnings season. The trend was similar in Europe.

1 month ago | news.bloombergtax.com | Christian Dass |Bernard Goyder

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1 month ago | news.bloomberglaw.com | Christian Dass |Bernard Goyder

The gold rally has outshone other asset classes this month — even drawing some comparisons to bitcoin — as President Donald Trump’s tariff war reshapes the global economic order, pushing investors to look for safety. Now, shifts in options positioning has some market watchers saying it’s time to get cautious. As bullion hit a record last week, the trading of options on the SPDR Gold Shares ETF surpassed 1.3 million contracts, a level never reached before.

1 month ago | bloomberglinea.com | Christian Dass |Bernard Goyder

Bloomberg — El repunte del oro ha eclipsado a otras clases de activos este mes, incluso generando comparaciones con el bitcoin, a medida que la guerra arancelaria del presidente Donald Trump transforma el orden económico global, impulsando a los inversores a buscar refugio. Ahora, los cambios en el posicionamiento de las opciones han llevado a algunos analistas del mercado a afirmar que es hora de ser cautelosos.