Bitcoin tops $110,000: Why the milestones keep coming
The inexorable rise of the cryptocurrency continues and the milestones keep coming Source link Jules Rimmer
Bitcoin tops $110,000: Why the milestones keep coming Read More »
Strategist says 5% Treasury yields are a buying opportunity for bonds but a hazard for stocks
The benchmark 10-year Treasury yield reaching 5% would be a hazard for stocks but buying a buying opportunity for bonds, one strategist says. Source link Jules Rimmer
Why Wells Fargo expects the emerging-markets outperformance to reverse
This year, emerging-market equities have outperformed the S&P 500 by a wide margin and investors have debated whether the relative strength can be sustained. A new report by Wells Fargo analyst Austin Pickle expects the trend to reverse. Source link
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Emerging markets have seen double-digit gains this year. Why JPMorgan has turned bullish.
After years of underperformance, it’s time for emerging markets stocks to shine, say JPMorgan strategists. Source link Jules Rimmer
El-Erian says the era of U.S. exceptionalism is on pause
Mohamed El-Erian, the former chief executive of bond giant Pimco and Allianz’s chief economic adviser, said the era of U.S. exceptionalism isn’t conclusively over. Source link Jules Rimmer
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Interest-rate differentials, flows to Japan show dollar still looks vulnerable
Despite the recent stabilization and modest recovery in the dollar’s fortunes, economists remain pessimistic on the outlook for the world’s reserve currency. Source link Jules Rimmer
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Elon Musk pay talks at Tesla present dilemma given automaker’s premium and his controversial profile
Tesla’s board is negotiating a new pay deal for CEO Elon Musk, according to a published report, in what represents a challenge given that his personal involvement represents both positive and negative implications for the company. Source link Jules Rimmer
What a steepening gold futures curve says about demand for the yellow metal
Steepening futures contracts and central bank purchases, though, suggest that underlying demand for gold is robust and this year’s 23% rally still has legs. Source link Jules Rimmer
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The dollar is surging. Here’s what’s behind the big move after the U.S.-China trade announcement.
One glance at BofA’s currency and rates sentiment survey would have indicated a sharp reversal was imminent in the event of any positive macro developments. Source link Jules Rimmer