Parking money in America is no longer the routine, fuss-free, neutral option
Despite inflation concerns, slowing growth raises expectations of rate cuts
A long rebalancing of investor portfolios is likely to be under way that could be painful for America
Market hopes rest on gaining the benefit of the doubt that the US commands
Uncertainty over Trump policy will soon hit the economy with few short-term catalysts for a turnaround
The huge bets on what is known as the cash-futures basis trade could amplify market shocks
The mood in markets has darkened and the central narrative around trades based on the president’s policies has soured
It does not take a deep scratch beneath the surface to uncover investor nerves
The pessimists are on the back foot amid one of the strongest starts to any year in the region since 1987
It needs only a small reduction in the dollar slice of global reserves to hit prices and raise borrowing costs
US not so exceptional amid a strong start to year for equities on both sides of the Atlantic
Giddy investors have pushed up stocks in one of the stronger opening months to any year in the past decade
The asset class has proven far stickier than most big fund managers anticipated
As yields rise around the globe, UK government bonds have been put in a difficult place
As the IMF has warned, the rise and rise of private credit brings systemic risks
With global economies stuck in low growth, profit margins cannot rise forever and political risks may increase
The president-elect might want a weaker US currency but market forces are pushing in the other direction
Dax has enjoyed an unexpectedly strong market performance since the US elections
The combination of huge public debt issuance and Trump’s notorious unpredictability is a toxic mix for markets
Fund managers are finding it really hard to articulate a strong case to put money to work anywhere else
Competition with the US looks set to intensify with Donald Trump heading to the White House again
We should debate excessive policy easing and the neglect of credit and debt developments
Speculative hedge funds are placing bets but other investors have been more cautious
US interest rate cuts spur reassessment of asset class and bolster its allure
Prices for the metal have shot up this year even as inflation risks have receded, prompting calls to give it more respect
