Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me unpacks why global investors may be hedging U.S. exposure rather than fleeing it outright, even as the dollar weakens and trade tensions simmer.

Our guest, John Sidawi, Senior Portfolio Manager for Global Fixed Income at Federated Hermes explains how currency hedging has become a core strategy after years of unhedged U.S. outperformance.

We explore what a softer dollar could mean for the greenback’s long-term dominance.

Gold’s surge toward record highs - and its sudden drop - raises questions about whether this is a buying opportunity or a warning sign.

Attention also turns to President Trump’s pick for Fed Chair and what that could mean for rates and markets.

This episode connects geopolitics, currencies and commodities - hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

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Market View: Morgan Stanley, Bank of America, Hugo Boss, Richemont, Goldman Sachs, Ford Motor, SATS, Alphabet, Microsoft, Nvidia, Malaysia Airports, Yangzijiang Shipbuilding, DFI Retail, DBS, OCBC

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15 Juli 202425min

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Michelle Martin blitzes through markets with Ryan Huang. Both discuss the impact of the recent attack on Donald Trump and the subsequent rise in Bitcoin prices in Singapore. They also explore institut...

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What does the recent US inflation data signal about the potential roadmap of interest rate cuts this year? Why are megatech stocks beaten down after 7 consecutives of rally? And why are investors shif...

12 Juli 202421min

Market View: S&P 500 breaks 5600, US broadening market rally, Best & Worst performing Asia stock market, Citigroup, WD40, Costco, Singapore stock market rally

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Semiconductor stocks are pushing markets to higher records, breaking above 5,600 for the first time! But can the US stock market rally broaden beyond these AI players in the second half of 2024? Meanw...

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10 Juli 202432min

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