Foreign investors’ reaction to this year’s market turmoil may signal a shift toward global diversification and challenges the traditional dollar smile framework.
With major tax changes and spending shifts, Trump’s landmark bill lays the groundwork for a new era in Washington and sets the tone for elections to come.
While markets have rebounded, could the recovery be masking deeper economic risks? What challenges could threaten the rebound? What challenges could threaten the rebound? What strategies should investors consider for their portfolios?
As global markets diverge from economic fundamentals, investors face a landscape shaped by tariffs, policy uncertainty, and shifting regional opportunities.