Selling of dollar assets signals start of longer-term shift, warn investors
https://www.ft.com/content/4d7892b3-ec07-4ae9-ae93-dcd34ad42c5b
The dumping of US assets in favor of Europe’s resurgent markets signals the start of a much longer-term move by pension funds and other big institutional money managers to cut back their huge exposure to dollar investments, say investors.
Wall Street banks say they are seeing signs that investors managing trillions of dollars of assets are starting to trim their US positions, on concerns over erratic policymaking, President Donald Trump’s attacks on the Federal Reserve chair and the fallout from the trade war.
https://www.ft.com/content/4d7892b3-ec07-4ae9-ae93-dcd34ad42c5b
The dumping of US assets in favor of Europe’s resurgent markets signals the start of a much longer-term move by pension funds and other big institutional money managers to cut back their huge exposure to dollar investments, say investors.
Wall Street banks say they are seeing signs that investors managing trillions of dollars of assets are starting to trim their US positions, on concerns over erratic policymaking, President Donald Trump’s attacks on the Federal Reserve chair and the fallout from the trade war.
What the turmoil in Asian currencies tells us
https://www.ft.com/content/68990297-217a-460c-88dd-6b762c3530a1
The really big risks to the dollar remain US geopolitical and policy errors.
https://www.ft.com/content/68990297-217a-460c-88dd-6b762c3530a1
The really big risks to the dollar remain US geopolitical and policy errors.
My recent take:
Dollar collapse: The crisis is no longer just theoretical by VIVEKANAND JAYAKUMAR, The Hill - 04/28/25
https://thehill.com/opinion/5270094-trump-tariffs-dollar-decline/
Dollar collapse: The crisis is no longer just theoretical by VIVEKANAND JAYAKUMAR, The Hill - 04/28/25
https://thehill.com/opinion/5270094-trump-tariffs-dollar-decline/