Australian funds feel that the US is no longer safe and need more premium space

By: keiko

Some of Australia’s biggest investors say they are cutting their holdings of US Treasuries, citing concerns over President Donald Trump’s tariff and tax plans. SA, a state-owned fund managing assets equivalent to 30 billion US dollars, has shifted to reducing its holdings of US sovereign debt. Meanwhile, the Queensland Investment Corporation, a state-owned fund with […]

ECB research: Interest rates are still too high

By: keiko

Research by the European Central Bank shows that household consumption in the eurozone will remain suppressed for some time as the effects of past interest rate hikes continue to impact mortgages. In a paper published on Wednesday, economists at the European Central Bank wrote that even if the ECB cuts the deposit rate from 4% […]

The Middle East conflict may intensify. Morgan Stanley said that if the oil price rises to $85 per barrel, it will restrain the interest rate cut

By: keiko

Global markets fluctuated after US President Donald Trump called for a withdrawal from Iran. Investors weighed the situation between Israel and Iran. His remarks contrasted sharply with earlier optimism that the situation would not escalate into a broader conflict. U.S. futures fell 0.4% and gold prices rose after Trump made social media remarks during the […]

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