May 2025 Active Management Insights - Tariff Risks Reshape Manager Positioning

Posted May 22 by Two Blokes

Tariff uncertainty is driving defensive equity shifts. AI outlooks are evolving amid increased competition.

Source: Two Blokes Trading

'We are already in the danger zone for equities,' says strategist

Posted May 22 by Two Blokes

Emmanuel Cau, head of European equity strategy at Barclays, discusses global bond and equity markets from the

Source: Two Blokes Trading

U.S. Tariff Regime Prompting U.K. Banks To Ramp Up Bad Loan Provisions

Posted May 22 by Two Blokes

Large UK banks are expected to increase their loan loss provisioning as they brace for the potential impact of

Source: Two Blokes Trading

U.S. Markets Edition - 23-May-25

Posted May 22 by Two Blokes

CNBC's U.S. Markets Edition (06:00 – 07:00 SIN/HK), delivers key takeaways from the most impactful interviews

Source: Two Blokes Trading

Markets in 3 Minutes: US Stock Recovery Is Too Optimistic

Posted May 22 by Two Blokes

Ven Ram, Anna Edwards and Kriti Gupta break down today's key themes for analysis and investors on “The Opening

Source: Two Blokes Trading

Credit Downgrade: Markets Poised To Shake It Off

Posted May 22 by Two Blokes

America's fiscal woes are nothing to sneeze at, but they're also nothing new. Which is why we expect markets t

Source: Two Blokes Trading

Magnificent 7 Shareholder Meetings On Tap: Taking Stock Of The Economy

Posted May 22 by Two Blokes

Major tech-related companies host Annual General Meetings in the weeks ahead. Q1 earnings season was strong, b

Source: Two Blokes Trading

JPMorgan's Dimon warns of US stagflation risk, Bloomberg News reports

Posted May 22 by Two Blokes

JPMorgan Chase & Co CEO Jamie Dimon said that he can't rule out that the U.S. economy will fall into stagflati

Source: Two Blokes Trading

Japan's possible response to rise in super-long bond yields

Posted May 22 by Two Blokes

Japan's super-long government bond yields have spiked to record highs, as mounting political calls for tax cut

Source: Two Blokes Trading

3 Bond Market Moves to Make as Yields Spike

Posted May 22 by Two Blokes

The yield on the 30-year Treasury bond surged above 5%, one of its highest levels since 2023.

Source: Two Blokes Trading

US-China Trade Tensions Simmer as China's Tech Sector Defies US Pressure

Posted May 22 by Two Blokes

US-China chip war simmers as trade, stimulus, and Fed policy influence global market sentiment.

Source: Two Blokes Trading

Bond Yields Break The Bull

Posted May 22 by Two Blokes

Wednesday delivered a reminder that stocks don't float when bond yields flood the room. Wall Street's latest s

Source: Two Blokes Trading