Jon Sindreu

London

Writer, Heard on the Street at The Wall Street Journal

Columnist at The Wall Street Journal's Heard on the Street (@WSJ). Vaig cobrir la presentació oficial de Bananity i he pujat a dins d'un Lilium Jet.

Articles

ドル相場の命運、米貿易不均衡が握るのか

2 weeks ago | jp.wsj.com | Jon Sindreu

トランプ政権とウォール街は必ずしも意見が一致してきたわけではないが、ある点については合意し始めている。それは、米国の貿易赤字が問題であり、輸出入が再び均衡するまでドル相場は安定しないかもしれないという点だ。　しかし実際には、ドルの運命は超大型ハイテク7銘柄「マグニフィセント・セブン」の成功にかかっている可能性の方が高い。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Will America’s unbalanced trade doom the dollar?

2 weeks ago | livemint.com | Jon Sindreu

Summary Concerns that the U.S. trade deficit will drag down the dollar are overdone. This is a Mint Premium article gifted to you. Subscribe to enjoy similar stories. The Trump administration and Wall Street haven’t exactly seen eye to eye, but they are starting to agree on one thing: America’s trade deficits are a problem and the dollar might not stabilize until imports and exports realign.
Will America’s Unbalanced Trade Doom the Dollar?

2 weeks ago | wsj.com | Jon Sindreu

Concerns that the U.S. trade deficit will drag down the dollar are overdoneThe Trump administration and Wall Street haven’t exactly seen eye to eye, but they are starting to agree on one thing: America’s trade deficits are a problem and the dollar might not stabilize until imports and exports realign. But in reality, it is more likely that the currency’s fate depends on the success of the “Magnificent Seven” stocks. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved.
Tienen extranjeros razón para alejarse de deuda de EU

3 weeks ago | elnorte.com | Jon Sindreu

Tienen extranjeros razón para alejarse de deuda de EU05 MIN 00 SEGJon Sindreu / THE WALL STREET JOURNALNueva York, Estados Unidos (05 junio 2025) .-05:00 hrsInversionistas extranjeros tienen nueva razón para ver con recelo deuda de EU, pues pueden tener mejores rendimientos en sus propios países. Crédito: AFPLos inversionistas extranjeros tienen muchas razones para ver hoy con recelo la deuda pública estadounidense.
全球投资者又多了一个避开美债的理由

3 weeks ago | cn.wsj.com | Jon Sindreu

外国投资者本已有许多原因对美国政府债券保持警惕。如今又有了新理由：他们购买本国债券往往能获得更好回报。美元走弱的风险以及对冲这一风险的成本，正削弱美国资产在全球的吸引力。这对美国国债市场而言可谓雪上加霜，该市场已经因美国预算前景黯淡和贸易战而承压。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
外国投資家の米国債離れ、もう一つの理由

3 weeks ago | jp.wsj.com | Jon Sindreu

外国人投資家が現時点で米国債を警戒する理由はすでにいくつもあるが、もう一つ理由がある。自国債券を購入した方が往々にしてリターンが大きいのだ。　ドル安リスクとそれに対するヘッジコストで、米国資産の投資妙味が相対的に低下している。これは財政見通しの悪化と貿易戦争に直面している米国債市場にとってタイミングが悪い。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Tienen extranjeros razón para alejarse de deuda de EU

3 weeks ago | reforma.com | Jon Sindreu

Tienen extranjeros razón para alejarse de deuda de EU05 MIN 00 SEGJon Sindreu / THE WALL STREET JOURNALNueva York, Estados Unidos (05 junio 2025) .-05:00 hrs Crédito: EspecialLos inversionistas extranjeros tienen muchas razones para ver hoy con recelo la deuda pública estadounidense. Y ahora hay otra: a menudo pueden obtener mejores rendimientos comprando bonos en sus propios países.
Global Investors Have a New Reason to Pull Back From U.S. Debt

3 weeks ago | wsj.com | Jon Sindreu

After hedging currency risk, foreign investors no longer make money buying American bondsForeign investors have plenty of reasons to be wary of U.S. government debt at the moment. Now there is another: They can often receive better returns buying bonds in their own countries. The risk of a weaker U.S. dollar and the cost of protecting against that risk, are making American assets less attractive around the world.
WSJ: Porsche proovis olla nii Ferrari kui Mercedes. Kaubandussõjas ei võta vedu kumbki

1 month ago | wallstreetjournal.postimees.ee | Jon Sindreu

Päevatoimetaja:Urho [email protected] vihjeThe Wall Street JournalTellijaleArtikli sisu pärineb partnerväljaandest The Wall Street Journal. Kolm hiinlannat ja roheline Cayenne automessil Shanghais 23. aprillil 2025. Foto: ALEX PLAVEVSKI / EPAÜlemise otsa autosid müües on firmad tavatsenud spetsialiseeruda kas luksuslikule kollektsionäärikaubale või megakasumlikele maasturitele. Porsche katse teha mõlemat võib osutuda lahendamatuks vastuoluks.
Time to Join the Bond Vigilantes?

1 month ago | wsj.com | Jon Sindreu

This is an updated excerpt of our Markets A.M. newsletter. Get investing insights in your inbox each weekday by signing up here—it’s free. Investors hate bonds right now. Treasury yields have surged on the back of President Trump’s tax-and-spending bill, which is expected to further widen the U.S.’s whopping budget deficit. That coincided with a weak 20-year government-bond auction, weighed down by Moody’s downgrade of the U.S. credit rating.