Latest news with #policyuncertainty
Wall Street Journal
5 days ago
- Business
- Wall Street Journal
Vestas Wind Systems Confirms Guidance Despite Drop in Orders
Vestas Wind Systems VWS 4.71%increase; green up pointing triangle backed its full-year guidance though its quarterly order intake tumbled due to policy uncertainty. The Danish wind-turbine maker said order intake in the second quarter fell 44% to around 2 gigawatts as customers awaited clarity over future wind-energy policy. This was particularly evident in the U.S., Vestas said. The Trump administration has repeatedly criticized wind-energy and has taken steps to halt or delay projects.
Yahoo
29-07-2025
- Business
- Yahoo
Market Uncertainty Over Tariffs Is Easing, Manulife IM's Franklin Says
Marc Franklin of Manulife Investment Management says that even though US tariff levels are increasing, "policy uncertainty has actually come down and that's generally constructive for risk appetite." Franklin also tells Bloomberg Television that there's mixed evidence over the extent to which tariffs are inflationary in the medium term. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Bloomberg
29-07-2025
- Business
- Bloomberg
Market Uncertainty Over Tariffs Is Easing, Manulife IM's Franklin Says
Marc Franklin of Manulife Investment Management says that even though US tariff levels are increasing, "policy uncertainty has actually come down and that's generally constructive for risk appetite." Franklin also tells Bloomberg Television that there's mixed evidence over the extent to which tariffs are inflationary in the medium term. (Source: Bloomberg)
Bloomberg
24-07-2025
- Business
- Bloomberg
Declining Policy Uncertainty Will Drive Markets Higher, Standard Chartered Says
Steve Brice, Standard Chartered Wealth Solutions Group CIO, says "declining policy uncertainty" in the second half of the year, together with a weaker US dollar, will "drive markets higher." He shares his outlook for the financial markets on Bloomberg Television. (Source: Bloomberg)
Yahoo
18-07-2025
- Business
- Yahoo
Barclays warns: 'Negative summer seasonality' is looming
-- Barclays is warning that markets face 'negative summer seasonality,' as August and September typically bring elevated volatility, with policy uncertainty and rising rates adding to investor unease. 'Policy uncertainty keeps markets on edge,' Barclays wrote in a note titled Summer anxiety, cautioning that 'hedging seems wise' given that stocks are near their highs and the macro backdrop remains 'noisy.' The firm highlighted slow progress in ongoing tariff negotiations, noting that while a deal with Indonesia was reportedly reached, 'uncertainty persists for the EU ahead of the August 1st deadline.' The potential for a 30% tariff on EU goods remains a concern. Although the market reaction has been muted, Barclays said this 'arguably reflects a degree of investor complacency,' with the VIX near year-to-date lows. 'A full implementation of 30% EU tariffs would certainly lead to a deeper economic slowdown, and badly hurt the prevailing TACO trade,' analysts warned. Apart from trade, yields have risen due to stronger U.S. goods CPI and fiscal worries. Barclays cited 'concerns around ballooning fiscal deficit and Fed chair Powell's position contributing to investor unease.' Although President Trump later denied firing Powell, the headlines unsettled investors. Despite these risks, Barclays said 'growth and earnings fundamentals continue to backstop the equity market.' U.S. economic surprises have turned positive, and Q2 earnings have shown 'corporate resilience.' 'We continue to see a path for European equities to break out and reach new highs by year-end,' Barclays wrote, 'but it might not be smooth sailing to get there.' The bank recommended downside hedges, particularly in the FTSE 100. Related articles Barclays warns: 'Negative summer seasonality' is looming Victoria's Secret Exposed: The Warning Sign Behind the Stock's 52% Collapse Surge of 50% since our AI selection, this chip giant still has great potential Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
