Latest news with #MarkNash
Yahoo
16-05-2025
- Business
- Yahoo
Wall Street's Blind Spot? Global Investors Are Quietly Dumping the Dollar
While the S&P 500 (SPY) just notched a 4.5% gain on the weekits best run in monthscurrency markets are telling a different story. The U.S. dollar, despite a short-lived bounce from easing China trade tensions, is still stuck near multi-month lows and down 6% this year. Strategists at JPMorgan, Deutsche Bank, and Goldman Sachs say the greenback could stay under pressure as global investors reassess their exposure to America. Options bets against the dollar are now at the highest level since 2020, a sign that this isn't just retail speculationit's institutional money pulling back. What's fueling the shift? Investors are becoming more vocal about what they see as erratic U.S. policy moves and potential behind-the-scenes efforts to keep the dollar weak. JPMorgan believes a softer U.S. stance on tariffs could end up boosting growth abroadstrengthening other currencies in the process. Meanwhile, countries like Taiwan are already asking banks to review their U.S. risk exposure, and Japanthe world's biggest buyer of Treasuriesmay be slowing purchases. Deutsche Bank's George Saravelos says a decoupling between Treasury yields and the dollar could be the next big signal. Even as equity flows roar back$19.8 billion entered U.S. stock funds last weeksome are asking whether the rally is masking a deeper rotation. High-growth companies are riding the risk-on wave, but money is also quietly heading back to Asia. From the Korean won to the Indonesian rupiah, Jupiter Asset Management's Mark Nash says repatriation trades are heating up. The message from currency markets? Investors aren't fully sold on the U.S. narrativeand they're hedging for what could be a longer-term shift. This article first appeared on GuruFocus. Error while retrieving data Sign in to access your portfolio Error while retrieving data
Yahoo
16-05-2025
- Business
- Yahoo
Wall Street's Blind Spot? Global Investors Are Quietly Dumping the Dollar
While the S&P 500 (SPY) just notched a 4.5% gain on the weekits best run in monthscurrency markets are telling a different story. The U.S. dollar, despite a short-lived bounce from easing China trade tensions, is still stuck near multi-month lows and down 6% this year. Strategists at JPMorgan, Deutsche Bank, and Goldman Sachs say the greenback could stay under pressure as global investors reassess their exposure to America. Options bets against the dollar are now at the highest level since 2020, a sign that this isn't just retail speculationit's institutional money pulling back. What's fueling the shift? Investors are becoming more vocal about what they see as erratic U.S. policy moves and potential behind-the-scenes efforts to keep the dollar weak. JPMorgan believes a softer U.S. stance on tariffs could end up boosting growth abroadstrengthening other currencies in the process. Meanwhile, countries like Taiwan are already asking banks to review their U.S. risk exposure, and Japanthe world's biggest buyer of Treasuriesmay be slowing purchases. Deutsche Bank's George Saravelos says a decoupling between Treasury yields and the dollar could be the next big signal. Even as equity flows roar back$19.8 billion entered U.S. stock funds last weeksome are asking whether the rally is masking a deeper rotation. High-growth companies are riding the risk-on wave, but money is also quietly heading back to Asia. From the Korean won to the Indonesian rupiah, Jupiter Asset Management's Mark Nash says repatriation trades are heating up. The message from currency markets? Investors aren't fully sold on the U.S. narrativeand they're hedging for what could be a longer-term shift. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
01-04-2025
- Politics
- Yahoo
Oklahoma elections: Here's where to vote, who's on the ballot, what to know
It's election day in Oklahoma, with several local races happening throughout the state. Some elections include Edmond's next mayor between Tom Robins and Mark Nash, the Ward 7 race for the Oklahoma City city council, District 1 county commissioner in Oklahoma County and some school district spots as well. Here's what to know when going to the polls. Use the OK Voter Portal to find your polling place, change an address, change your political affiliation and view a sample ballot. A number of races will appear on Oklahomans' ballots today. Check which races will appear on your county's ballot on the Oklahoma Election Board website. In Edmond, residents will elect their next mayor, parts of Oklahoma County will select the District 1 county commissioner, and in Oklahoma City, northeast area residents will choose between two candidates to represent Ward 7 on the city council. Many school districts will be voting on their Board of Education Members. Anyone voting in person must provide proof of identity. Voters can choose one of three options: A valid photo ID issued by the federal, state or tribal government. A voter identification card. Sign an affidavit and vote a provisional ballot; if the information on the affidavit matches official voter registration records, the ballot will be counted after Election Day. Make sure your voter registration is up to date, including your current address, name and political affiliation, by going to Polls close today at 7 p.m. As votes are counted, the Oklahoman will share the results online at This article originally appeared on Oklahoman: Oklahoma elections today: See sample ballots, where to find results
