Mônica Corrêa

2 days ago | seekingalpha.com | Mônica Corrêa

Daniel GrizeljRecent U.S.-China trade discussions do not signal a true remaking of the countries’ partnership, and hopes for long-term relief are still uncertain, according to Derek Scissors, Asia economist at the American Enterprise Institute. During a CNBC interview, he pointed out that “there

2 days ago | seekingalpha.com | Mônica Corrêa

Dilok KlaisatapornMorgan Stanley analysts have challenged prevailing assumptions about foreign investor exposure to U.S. assets, revealing that the widely held view of investors being “overweight” in U.S. markets lacks precise definition. Hornbach highlighted the difficulty in establishing what constitutes appropriate allocation

2 days ago | seekingalpha.com | Mônica Corrêa

Alistair BergRisk-off sentiment is creating complications for short U.S. dollar positions against safe havens, which inherently come with “negative carry” characteristics, according to Goldman Sachs. This fundamental tension is clearly demonstrated in recent movements observed in June FOMC pricing and U.S. dollar/Japanese

2 days ago | seekingalpha.com | Mônica Corrêa

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5 days ago | seekingalpha.com | Mônica Corrêa

Douglas Rissing/iStock via Getty ImagesUBS analysts are advising investors to adopt specific strategies for navigating potential political risks during the first 100 days of U.S. President Donald Trump’s second term. In a recent report, UBS strategists said they expect heightened political uncertainty and shifting trade