Trump's tariff threats spark new fears of 'Sell America' trade PoliticoCNBC Daily Open: Trump's intensifying pressure on Greenland prompts investors to 'sell America' cnbc.comMorning Bid: US picks a fight with its biggest creditor ReutersMarkets Are Falling Hard. How to Ride Out Another Trade War. Barron's
The "Sell America" trade made a comeback on Tuesday following President Donald Trump's latest tariff threats against European allies, giving investors a taste of the volatility that rocked global markets in April.
Big bets on defence and infrastructure spending helped lift TCI's annual return to 27%. The biggest hedge funds are proving themselves the best hedge funds in this era.
Improved forecasts for global growth, a decent IP print and the rearmament in Europe are all encouraging hedge funds to overweight the industrial sector.
