Fund Managers Most Underweight on US Dollar Since 2006, BofA Says
Global asset managers held biggest underweight position in dollar in 19 years as Trump's chaotic trade policy cut investor appetite for U.S. assets.
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Recession Odds Fall as US-China Tariff Truce Shifts Market Sentiment
Wealth advisors tracking macroeconomic risks may recalibrate near-term recession expectations. Betting markets lowering probability of a US downturn.
Morgan Stanley’s Wilson Warns US Stocks Not Yet in the Clear
Sentiment toward the US stock market is improving but it’s too early for investors to sound the all-clear, according to Morgan Stanley strategists.
Trump Floats Cutting China Tariffs to 80% Ahead of Meeting as He Looks to Deescalate Trade War
Trump on Friday floated cutting tariffs on China from 145% to 80% ahead of a weekend meeting among top U.S. and Chinese trade officials.
PIMCO Sees Heightened US Recession Risks, FT Reports
U.S. bond giant PIMCO told the Financial Times that recession risks are at their highest in years and warned investors.
Former Chief Economist Warns of Likelihood of Recession by End of Summer
Ken Rogoff, Harvard professor, is warning that equity markets may be underestimating the likelihood of a U.S. recession by the end of the summer.
Contraction in U.S. GDP in Q1 has Reignited Speculation About an Impending Recession
If the economy is indeed on the verge of a downturn, it may be many months—if not longer—before it is officially labeled as such.
