The Dollar’s Slide Is Raising Red Flags for Corporate Earnings

Rising tariffs and the weakening dollar are casting a shadow on companies’ profit guidance this earnings season, with more damage seen unfolding over the coming quarters. Companies across Europe are already sounding the alarm following the dollar’s slide to three-year...

Emerging Stocks Erase 2025 Loss as Traders Weigh Trade-Deal Odds

Emerging-market stocks rallied, erasing losses for the year, while currencies were mixed Wednesday as traders weighed the odds of a moderation in trade tensions between the world’s two largest economies. An MSCI Inc. gauge for developing-nation equities rose for a...

Amundi Says Clients Are ‘Massively’ Repositioning Into Europe

Amundi SA says it’s seeing a major reallocation as clients pull away from the US and pile into European funds in response to the market upheaval triggered by tariff wars. Investment clients have “massively repositioned” their portfolios toward European equities and...

Markets Are Discovering the Real Trump Trade Is ‘Sell America’

The president’s attacks on the Fed are pushing the world further off its American axis, as governments and investors lose confidence in the US dollar and bonds. Just a few months into Donald Trump’s second term, the pillars of American financial hegemony — erected...

Yale Considers Private Equity Stake Sales Amid Funding Turmoil

Yale University’s endowment is exploring sales of private equity fund stakes as Ivy League schools stare down budget challenges stemming from lackluster investment performance and pressure from President Donald Trump. Evercore is advising the $41 billion endowment on...