US-Anleihemarkt wichtiger als US-Aktienmarkt: "Viele Leute auf dem Aktienmarkt wurden von dieser Argumentation geschockt. Der sog.
#TrumpPut, bei dem der Präsident die Anleger rettet, gilt offenbar nicht für Aktien, sondern allenfalls für Anleihen."🤷♀️ El-Erian via Spiegel
https://www.spiegel.de/wirtschaft/usa-donald-trump-riskiert-finanzkrise-und-gefaehrdet-dollar-status-a-51469cbf-e90c-4ae4-80e1-680946832872?sara_ref=re-so-app-sh
Allianz-Berater Mohamed El-Erian: »Der Status des Dollar ist stärker gefährdet, als er es jemals war«
Mit seiner Wirtschaftspolitik riskiert Donald Trump eine Finanzkrise. US-Topökonom Mohamed El-Erian erklärt, warum er trotzdem eine 30-prozentige Erfolgschance sieht und was die Welt jetzt von Friedrich Merz erwartet.
[Trump Put' in Action] Citi Upgrades US Stocks to 'Overweight'
Citigroup upgrades US stocks to 'overweight' following Trump's 90-day tariff truce, citing oversold conditions and potential buying opportunities, particularly in Nasdaq
Trump's Stock Market Last Line of Defense is S&P 500 at 5,000
Trump's 'stock market put' activates at S&P 500 5,000 level, triggering massive rally across major indices and tech stocks, amid tariff policy shifts and market uncertainty
[Today's Foreign Exchange Analysis]Time for 'Trump Put' Rather Than Powell
Markets brace for volatility as Trump's tariff strategy overshadows Fed's potential rate cut, highlighting need for 'Trump Put' amid economic uncertainties
[US-China Tariff War] Woori Bank's Min Kyung-won - 'Exchange Rate Won't Continue High'
Woori Bank economist forecasts stabilization of dollar-won exchange rate despite US-China tariff war, citing potential for 'Trump put' and concluding impeachment risks
Tom Lee - 'US Stock Market Has Bottomed Out... Will Rebound with 'Trump Put + Fed Put''
Wall Street analyst Tom Lee predicts US stock market rebound, citing 'Trump Put' and 'Fed Put' synergy despite tariff uncertainties, drawing parallels to 2018 market recovery
Deutsche Bank - 'S&P 500 Could Fall Another 7%'
Deutsche Bank forecasts potential 7% drop in S&P 500 amid ongoing trade uncertainties and weakening economic indicators, maintaining year-end target at 7,000.
Thomas Wüst
Yonhap Infomax News