President Trump’s promise of American exceptionalism has not translated into stock market success, as the S&P 500 has fallen 6 percent since his inauguration while European and Chinese markets have risen. Investors are reallocating funds away from the U.S. due to uncertainties over Trump’s policies, with some advisers recommending a pivot to international stocks. Despite the current shift, some believe in the long-term strength of U.S. markets, while others speculate on a potential inflection point challenging U.S. financial dominance.
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Investors seek to profit from Russia as Trump pursues rapprochement
Investors are exploring ways to make sanctions-proof bets on Russian bonds and the rouble in anticipation of potential easing of sanctions by the US under President Trump's administration. Some are considering trading Russian assets that have been shunned by the west in hopes of a rally if sanctions are relaxed as part of a ceasefire deal in Ukraine. However, trading roubles directly is challenging due to sanctions and capital controls, leading to low trading volumes....
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