Global Fund Managers Changed Their Views After Trump Got Elected. Here's How

Analysts Notebook58minutes ago · Funds

Mohamed El-Erian Criticizes Fed Chair Powell's Interview Performance: 'He Struggled With Some Of The Smart Questions'

Benzinga21:50 ET

"Trump trade" remains popular, but how much longer can it last.

Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.

Zhitong Finance20:02 ET

Elliott Investment Management Adds To Southwest, Western Digital, Etsy, Match Group; Trims BILL Holdings, Seadrill, BlackLine, NRG Energy In Q3

Benzinga19:20 ET

11/15 [Strong and Weak Materials]

[Bullish and Bearish Materials] Bullish materials: 1 dollar = 156.30-40 yen; Chicago Nikkei futures are rising (38970, +390); US crude oil futures are rising (68.70, +0.27); active share buyback; requests for corporate value enhancement from the Tokyo Stock Exchange. Bearish materials: Nikkei average is dropping (38535.70, -185.96); dow jones industrial average is dropping (43750.86, -207.33); Nasdaq composite index is dropping (19107.65, -123.07); SOX index is dropping (5004.59, -.

Fisco Japan18:39 ET

Late night broadcasting! Powell: The economy is strong, the Federal Reserve does not need to rush to cut interest rates, there is time to understand the impact of Trump's policies.

Powell stated that labor market indicators are returning to more normal levels consistent with the Federal Reserve's full employment target; inflation will continue to decline towards the target of 2%, although there may be occasional fluctuations; the interest rate path is not preset and depends on data and economic outlook. If the data tells us to slow down rate cuts, slowing down is the wise choice; Congress generally believes that the Fed's independence is very important, concluding prematurely on the policies of the Trump administration. The Fed will act cautiously before policy is more certain; the impact of AI may be later and greater than we expect.

wallstreetcn18:02 ET