Rising Government Debt Poses Greatest Risk to US Market Standing, Says BlackRock
Surging U.S. government debt may sap investor appetite for key U.S. assets like long-dated Treasuries and the dollar.
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The Tech Rally is About A Lot More Than Magnificent 7 Right Now
This is The Takeaway from today's Morning Brief: The broadening of the AI trade is here.
Investors Rush to Pour Cash Into $7.4 Trillion US Money-Market Fund Industry
The rush of cash into the US money-market funds is showing few signs of slowing as it secured a record $7.4 trillion in assets.
Wall Street’s First-Half Whiplash Rewards All-Weather Portfolios
Drama, tariffs, fiscal brinkmanship, inflation fears, and geopolitical flare-ups — first half of 2025 may be remembered for something else entirely.
Private Equity Sits on $1 Trillion Amid Uncertainties, M&A Stalls, PwC Says
Private equity firms holding about $1Tn in unsold assets per PricewaterhouseCoopers. Capital in typical market would be returned to investors.
Central Banks Have Dumped $48 Billion in Treasuries as Foreign Wealth Officials Divorce the Dollar
Markets watching for any signs foreign investors are souring on US debt. Pullback in bond buying from central banks could send borrowing costs higher.
Investors ‘Pulling Money Out of US’ After Trump Trade Chaos
Investors are shifting their money out of America and into Europe following the outbreak of Donald Trump’s trade war.
