Top fund managers say that Trump's tariff plan is influenced or less than expected by the negotiation strategy. Some of the most influential and powerful fund managers in the world believe that the potential extensive tariffs of US President-elect Donald Trump are only negotiation strategies. This was the key message delivered by Jenny Johnson, CEO of Franklin Templeton, and Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, when they spoke at the event "Women, Money and Power" held by Bloomberg in London on Tuesday. "I think tariffs are still more of a negotiation strategy than the inevitable situation we will see," Walsh said. "I think it will be more targeted." Johnson expressed a similar view, adding that such measures are often "inflationary".The Baltic dry bulk freight index hit a 15-month low, and the Baltic dry bulk freight index fell by 12 points or 1.03% to 1156 points, the lowest level since September 2023. The freight index of headland ships dropped by 29 points to 1503 points, which was also the lowest level since September 2023. The average daily profit of Cape ships dropped by 238 dollars to 12,464 dollars. Panama's freight index fell 2 points to 1077 points. The average daily profit of Panamax dropped by 22 dollars to 9,691 dollars. The freight index of super handy bulk carriers fell by 4 points to 967 points, the lowest level since August 2023.Bank for International Settlements: Swap spreads are reflecting investors' concerns about excessive bond supply. The Bank for International Settlements (BIS) pointed out that huge government loans are having an impact on the global interest rate market, saying that investors have demanded higher premiums for buying sovereign bonds. In its quarterly report released on Tuesday, the agency pointed out that the swap spreads of various currencies and maturities have narrowed rapidly in recent months, which are "signs of possible oversupply". As investors are worried about huge debt and deficit expansion, the yields of government bonds in the euro zone and Japan have recently exceeded comparable swap rates. This leads to the so-called swap spread becoming negative. Because national debt is usually regarded as a safer investment than interest rate swap, it is unusual for the swap spread to enter the negative range. According to the Bank for International Settlements, the negative swap spread seems to reflect the pressure faced by investors and intermediaries because they need to absorb more government bonds in the near future. In the United States, the swap spreads for some maturities have been negative for many years.
Market news: Vestis, a supplier of workplace supplies, is interested in acquisition by several acquisition companies.Alaska Airlines rose 12.59%, American Airlines rose more than 3.8%, Boeing rose about 3.1%, United Airlines and Delta Air Lines rose at least 1.4%, and Southwest Airlines fell more than 0.8%. The airline association predicts that the overall profit and operating income of the industry will increase slightly in 2025. Bernstein, a brokerage firm, upgraded the AAL rating of American Airlines, saying that the company's share price could rise by about 40%.Top fund managers say that Trump's tariff plan is influenced or less than expected by the negotiation strategy. Some of the most influential and powerful fund managers in the world believe that the potential extensive tariffs of US President-elect Donald Trump are only negotiation strategies. This was the key message delivered by Jenny Johnson, CEO of Franklin Templeton, and Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, when they spoke at the event "Women, Money and Power" held by Bloomberg in London on Tuesday. "I think tariffs are still more of a negotiation strategy than the inevitable situation we will see," Walsh said. "I think it will be more targeted." Johnson expressed a similar view, adding that such measures are often "inflationary".
Swedish Finance Minister: Europe should set the deficit target within 3%, and Europe must triple its capital market.Swedish Ministry of Finance: Sweden's priorities in 2025 include growth and productivity.Delong Laser: There is no robot-related business at present. Delong Laser (688170) said on the interactive platform on December 10th that the company has no robot-related business at present. The company's products use machine vision technology to realize functions including positioning, defect handling and size detection.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14