If you’re a European investor, you will now think twice about allocating strategically to the US,
That trend of a weaker currency and money flowing into non-US assets does stand out to me as being maybe something that’s going to be a little bit more persistent going forward,
I don’t remember a time when a policy was so directly aimed at economic outcomes, where it was received so negatively, universally by the investment community,
The prospect of foreign investors reducing exposure to US assets amid concerns about the continued predominance of US Treasuries as a safe haven has been at the center of market debate over the last few weeks,
Policy is overshadowing key fundamentals,
Given the ongoing uncertainty around US trade policy and the economic outlook more broadly, we suspect the going will get tougher from here,
When people's cars are in jeopardy of being keyed or set on fire out there, even people who support Musk or are indifferent [toward] Musk might think twice about buying a Tesla,
I think DOGE is going to bring meritocracy and transparency to government, and that's exactly what our commercial business is,
Everyone's looking for this bottom here,
A below-average first 100 days saw a full-year decline of 5.5%,