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Big changes are coming for dollar and emerging markets
If Trump imposes larger tariffs, the renminbi and US currency pegs will come under pressureWorld - Financial Times - November 12 -
Why Trump’s Victory Is Fueling a Market Frenzy
Investors have been comforted by a clear election result and are anticipating tax cuts and deregulation from a second Trump administration.Business - The New York Times - November 12 -
Trump Promised Policies Complicate Emerging Markets Trade
Jake Schurmeier, portfolio manager at Harbor Capital, said he has trimmed exposure to emerging-market debt, citing the strengthening dollar. “That’s the terror for us,” Schurmeier said.World - The Wall Street Journal - 6 days ago -
How markets might be wrong about Trump
Plus the long and winding road of disinflationWorld - Financial Times - 6 days ago -
Tech, Media & Telecom Roundup: Market Talk
Find insight on Valve, Tencent, NetEase and more in the latest Market Talks covering Technology, Media and Telecom.Tech - The Wall Street Journal - 4 days ago -
Drug markets uneasy about RFK Jr.
Plus: Why Mike Pence is opposing RFK Jr.'s nomination {beacon} Health Care Health Care The Big Story Kennedy’s HHS nod gets bearish response from drug market Shares in several pharmaceutical and ...Politics - The Hill - 4 days ago -
What to expect from the markets under Trump
We’ll get a short-term high — but many investors are worrying about what comes nextWorld - Financial Times - 2 days ago -
Tech, Media & Telecom Roundup: Market Talk
Find insight on STMicroelectronics, Telkom Indonesia and more in the latest Market Talks covering technology, media and telecom.Tech - The Wall Street Journal - 3 hours ago -
Will a ‘Trump Bump’ Help the Art Market’s Biggest Week?
After the U.S. election, auctioneers are looking to woo reluctant bidders back. Watch these 6 bellwether artworks to see how the market performs.Top stories - The New York Times - Yesterday -
Berkshire Continues Retreat From Stocks
The conglomerate reported on Saturday that it had cut its holdings in Apple and Bank of America and increased its cash to a record high in the third quarter.Business - The New York Times - November 2