By Yoruk Bahceli (Reuters) – Recent moves in bond and equity markets show that investors are starting to worry that the Federal Reserve may hike rates too far, a senior fund manager at Europe’s largest investor told Reuters on Thursday. Cosimo Marasciulo, head of fixed income absolute return at Amundi, said falling market gauges of …
Markets start signalling Fed may be going too far – Amundi Read More »
By Nell Mackenzie LONDON (Reuters) – Hedge funds’ bullish equity positioning in Europe is in line with some of the highest levels of the past five years but the appetite for stocks may fade amid rising interest rates and dour signals from bond markets, JP Morgan said in a note to clients on Thursday. European …
Hedge funds’ Europe stock buying spree unlikely to be maintained -JP Morgan Read More »
NEW YORK (Reuters) – Alpha Sigma Capital, a U.S.-based digital asset fund, and Transform Ventures, a venture capital firm, will raise $100 million for two new funds focused on the blockchain and so-called decentralized Web 3.0 ventures, Alpha Sigma founder and Chief Executive Officer Enzo Villani said on Wednesday. Transform Ventures, founded by crypto investor …
By Carolina Mandl NEW YORK (Reuters) – Hedge funds are increasingly using more leverage to make wagers on the stock market this year, but they remain less inclined to bet on the market direction due to heightened macroeconomic uncertainties. Investors are focused on the economic picture as they try and assess the risk of upcoming …
Hedge funds up leverage, but fear directional bets with blurred macro picture Read More »
By Davide Barbuscia NEW YORK (Reuters) – Spooked by a flurry of hotter-than-expected U.S. economic and inflation data last month, investors are reviving trading strategies that bet on a higher peak in interest rates. The recalibration in inflation expectations has led some investors to bet on a policy rate of 6% or even higher. Risk …
Analysis-Investors revive inflation trades as 6% Fed rate risk grips Wall Street Read More »
By John McCrank NEW YORK (Reuters) -The New York Stock Exchange teamed up with retail broker Charles Schwab Corp and market maker Citadel Securities on Monday to ask the U.S. Securities and Exchange Commission to withdraw two recently proposed rules aimed at revamping how stocks trade. The move represents a coordinated industry push back against …
Wall Street pushes back against SEC stock market reforms Read More »
By Niket Nishant (Reuters) – A U.S. consumer watchdog’s proposal to slash late fees on credit cards is facing a rough road ahead as lenders gear up for what could turn out to be a fierce battle with the agency, industry experts and analysts said. Last month, the Consumer Financial Protection Bureau said it was …
U.S. CFPB’s bid to curb late credit card fees faces strong opposition Read More »
By Naomi Rovnick LONDON (Reuters) -Stock market investors are calling time on the idea that the Federal Reserve, and other major central banks, have their back. Hopes for interest rate cuts by year-end have evaporated, given resilient data and sticky inflation, suggesting central banks will instead be inclined to keep borrowing costs around their highest …
Stock pickers reckon it’s time to move on from central banks Read More »
By Chibuike Oguh (Reuters) – Private equity firms that have for years capitalized on the regulatory woes of banks by becoming lenders to risky leveraged buyouts are doing less business just as higher interest rates have made that practice more lucrative. Buyout firms with direct lending businesses, such as Blue Owl Capital Inc, Blackstone Inc …
By Mehnaz Yasmin (Reuters) – The reward for holding U.S. stocks over Treasury bonds has not been this unattractive since 2004, possibly setting the stage for the sought-after 60/40 portfolio diversification to make a comeback after one of its worst years on record. A 60/40 portfolio, which typically has 60% of its holdings in stocks …
Analysis-Sharp drop in equity premium may mark return of 60/40 portfolio Read More »
