Foreigners are very overweight U.S. assets, that's a potential problem

This week’s market action highlighted a tug-of-war between rising U.S. Treasury yields and safe-haven flows, as investors digested mixed economic data, inflation and geopolitical concerns, and U.S. and Japanese election-related uncertainties. While gold and the dollar moved in sync with geopolitical tensions and Fed outlook shifts, equities and oil prices felt pressure from global…

On 23 August, while analysing the chart of Chinese automaker NIO, we noted that: → For months, the price has been forming a downward channel (shown in red), driven by the company’s inability to turn a profit, with the $4.25 level acting as resistance. → Investors may hold out for positive shifts in the fundamentals,…

Stripe said Wednesday that it has expanded its services in Japan with the launch of Stripe Terminal, aimed at helping businesses unify online and offline commerce.  The announcement was made at Stripe Tour Tokyo on September 3, where the company also showcased new features utilizing AI and stablecoins. Stripe Terminal includes Tap to Pay on…

Weekend info on what appears to be a reversal on tariffs from Trump, an easing on tech goods. The U.S. Customs and Border Protection issued a notice late Friday stating that certain goods would be excluded from both Trump’s 10% global tariff on most countries and the significantly higher import tax on Chinese products. Smartphones…