Asian investors are rethinking their strategy of investing in US assets, driven by concerns over the US budget deficit, political polarization, and the impact of Trump’s policies on the dollar. The shift away from US assets could lead to a significant unwinding of dollar investments, with potential beneficiaries including emerging markets, Europe, and Japan, and a possible appreciation of Asian currencies. Collectively, the 11 biggest Asian economies have bought $4.7 trillion of US equities and bonds since 1997, taking total investments to $7.5 trillion
Japan’s auction of 40-year government bonds Wednesday met demand that was the weakest since July, as investor appetite fell after volatility surged in global debt markets. The auction’s poor performance may prompt the government to adjust its issuance of super-long bonds, with the Ministry of Finance seeking input from market participants and the central bank considering changes to its debt purchases next month.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Kriti Gupta.
Chapters:
00:00:00 – The Opening Trade
00:05:17 – Nvidia Earnings Preview
00:07:38 – Zelenskiy in Berlin
00:11:04 – SoaceX Starship Launch
00:11:30 – Germany to Abolish Citizenship Fast Track
00:11:54 – Harvard Set to Lose Federal Contacts
00:15:57 – Weak Demand of Japan Bonds
00:27:23 – ‘Sell America’ Moment for Asia
00:31:16 – Citadel Posts Record Breaking Revenue
00:39:26 – JGBs Are ‘Relevant’ for All Investors
00:45:41 – Stocks to Watch: Stellantis, Remy, BBVA/Sabadell
01:05:54 – Stellantis Names New CEO
01:08:45 – Nissan Seeks to Raise Billions With UK Gov
01:10:18 – UniCredit Alpha Bank State Raised to 20%
01:12:46 – US Policy Benefiting Firm: EQT
01:13:37 – KKR Private Equity on Invesment Outlook
01:24:00 – Thames Water Crisis
01:31:14 – Nvidia Earnings Swings
01:33:40 – Zelenskiy Meets Friedrich Merz
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