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Analysis-Trump's US presidency return ushers in new era of volatile markets
  • January 15, 2025

Analysis-Trump's US presidency return ushers in new era of volatile markets

Donald Trump's inauguration on Monday could herald a more volatile period for markets, with the Republican seen moving quickly on a wide swath of issues including trade and immigration that are expected to swing asset prices. Trump's tariff plans could further fan inflation fears that pressures bond and stock prices, while efforts to tighten immigration controls could also reverberate through those markets. "The markets will be very sensitive to this speech," said Jeff Muhlenkamp, a portfolio manager at investment management firm Muhlenkamp & Co. "Everyone right now is trying to parse every word and nuance that comes from Trump or his biggest allies.”

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UK inflation unexpectedly drops in December, easing pressure in bond markets
  • January 15, 2025

UK inflation unexpectedly drops in December, easing pressure in bond markets

Inflation in the U.K. unexpectedly fell in December, a move that has bolstered expectations that the Bank of England will cut interest rates again next month and relieved some pressure on the U.K. government following the recent turbulence in financial markets. The Office for National Statistics said Wednesday that inflation, as measured by the consumer prices index, was 2.5% in the year to December, largely as a result of easing price pressures in the services sector, which accounts for around 80% of the U.K. economy. In the wake of the inflation numbers, markets have moved to price in a growing likelihood of a cut then, to the likely relief of Treasury chief Rachel Reeves, who has faced a stream of negative headlines in recent days over her handling of the economy since Labour returned to power last July for the first time in 14 years.

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Nvidia’s $3 trillion rally is on edge, Wall Street is unfazed
  • January 15, 2025

Nvidia’s $3 trillion rally is on edge, Wall Street is unfazed

(Bloomberg) -- Nvidia Corp.’s $3 trillion run-up in market value in the two years since ChatGPT helped trigger an AI frenzy is bigger than any stock rally in history in such a short time span. But the landscape is now changing for the chipmaker.Most Read from BloombergThese Homes Withstood the LA Fires. Architects Explain WhyAs E-Bikes Boom in NYC, Some Call for More RegulationsA Blueprint for Better Bike LanesCompetitors and customers are stepping up efforts to take a bigger slice of the artifi

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How Scott Bessent Won Over MAGA and Wall Street
  • January 15, 2025

How Scott Bessent Won Over MAGA and Wall Street

(Bloomberg) -- Scott Bessent wasn’t a familiar name in Republican political circles before Donald Trump nominated him to be Treasury secretary. “You know Scott Bessent?” Trump asked his guests from the stage of a reception this month at Mar-a-Lago. “Nobody heard of this guy.”Most Read from BloombergThese Homes Withstood the LA Fires. Architects Explain WhyAs E-Bikes Boom in NYC, Some Call for More RegulationsA Blueprint for Better Bike LanesChicago Officials Pitch $1.5 Billion Plan to Fix Transi

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Indonesia Surprises With Rate Cut, Intervenes in FX Market
  • January 14, 2025

Indonesia Surprises With Rate Cut, Intervenes in FX Market

(Bloomberg) -- Indonesia defied market expectations by cutting its key interest rate, moving to bolster economic growth even after the local currency’s recent slide beyond the key level of 16,000 to the dollar.Most Read from BloombergThese Homes Withstood the LA Fires. Architects Explain WhyAs E-Bikes Boom in NYC, Some Call for More RegulationsA Blueprint for Better Bike LanesChicago Officials Pitch $1.5 Billion Plan to Fix Transit WoesBank Indonesia lowered the benchmark BI-Rate by 25 basis poi

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