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Hedge funds side with 'Trump trades' in equities, says JPM

HEDGE FLOW-Hedge funds side with 'Trump trades' in equities, says JPM By Carolina Mandl NEW YORK, Oct 21 (Reuters) - Global hedge funds have shown "a strong preference" for stocks that could perform well if Republican presidential candidate Donald Trump wins the election, JPMorgan JPM.N said in a note late last week analyzing how positioning is changing ahead of the nomination.
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Harris, Trump in dead heat across swing states in Washington Post poll

UPDATE 1-Harris, Trump in dead heat across swing states in Washington Post poll Adds details from poll throughout; bullet headlines Harris ahead in Georgia, Pennsylvania, Michigan, Wisconsin Trump leads in North Carolina, tied in Nevada Washington Post-Schar School surveyed 5,016 registered voters in early Occtober WASHINGTON, Oct 21 (Reuters) - Vice President Kamala Harris and former President Donald Trump remain in a tight contest across seven battleground states with just over two weeks until
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Harris, Trump barnstorm Michigan, spar over who has stamina

UPDATE 5-Harris, Trump barnstorm Michigan, spar over who has stamina Harris and Trump seek Arab Americans' support Trump, Harris see prospects for peace in Middle East 2024 candidates essentially tied in battleground states Adds Obama remarks, paragraph 23 By Andrea Shalal and Steve Holland DETROIT/WATERFORD TOWNSHIP, Michigan, Oct 18 (Reuters) - Democrat Kamala Harris raised questions about Republican Donald Trump's physical stamina to serve effectively as president as the two rivals tore throu
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From bitcoin to Mexican peso, ‘Trump trades’ are appearing again

ANALYSIS-From bitcoin to Mexican peso, ‘Trump trades’ are appearing again Small-cap stocks, bitcoin climb; Mexican peso, Treasuries slip Trump Media & Technology Group shares up 140% since Sept. 23 Investors debate if market moves are due to Trump or economic optimism Adds details on online prediction market, paragraphs 5-6 By Saqib Iqbal Ahmed and Suzanne McGee NEW YORK, Oct 18 (Reuters) - Corners of financial markets that could feel the impact of a Donald Trump victory are stirring again,
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Trump trades shine, China data darkens

MORNING BID-Trump trades shine, China data darkens A look at the day ahead in U.S. and global markets by Harry Robertson From U.S. small-cap stocks to bitcoin to the dollar, some investors are seeking out assets that can prosper under a second Donald Trump presidency. The former president has taken the lead over Vice President Kamala Harris in betting markets, although Harris held a marginal lead in a Reuters/Ipsos poll this week.
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China shares gain on latest policy steps; Fed view supports dollar

GLOBAL MARKETS-China shares gain on latest policy steps; Fed view supports dollar Updates prices at 0457 GMT By Kevin Buckland TOKYO, Oct 18 (Reuters) - China stocks rose on Friday as the central bank officially launched a swap facility aimed at boosting the equity market, although shares elsewhere in Asia were mixed in the wake of data confirming a slowdown in the world's second-largest economy.
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From bitcoin to Mexican peso, ‘Trump trades’ are appearing again

ANALYSIS-From bitcoin to Mexican peso, ‘Trump trades’ are appearing again Small-cap stocks, bitcoin climb; Mexican peso, Treasuries slip Trump Media & Technology Group shares up 140% since Sept. 23 Investors debate if market moves are due to Trump or economic optimism By Saqib Iqbal Ahmed and Suzanne McGee NEW YORK, Oct 18 (Reuters) - Corners of financial markets that could feel the impact of a Donald Trump victory are stirring again, as the U.S.
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China shares gain on latest policy steps, dollar buoyed by Fed view

GLOBAL MARKETS-China shares gain on latest policy steps, dollar buoyed by Fed view Updates prices at 0257 GMT By Kevin Buckland TOKYO, Oct 18 (Reuters) - China stocks rose on Friday as the central bank officially launched a swap facility aimed at boosting the equity market, although shares elsewhere in Asia were mixed in the wake of data confirming a slowdown in the world's second-largest economy.
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Trump knocks Harris, signals support for Adams at NY charity gala

Trump knocks Harris, signals support for Adams at NY charity gala By James Oliphant Oct 17 (Reuters) - Republican presidential candidate Donald Trump tried to poke fun at his opponent Democrat Kamala Harris and embattled New York Mayor Eric Adams while touching upon his own legal troubles in a somewhat light-hearted speech at a charity gala on Thursday.
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Asia stocks cautious after mixed China data; dollar firm on Fed view

GLOBAL MARKETS-Asia stocks cautious after mixed China data; dollar firm on Fed view Updates prices as of 0207 GMT By Kevin Buckland TOKYO, Oct 18 (Reuters) - Asian stocks traded cautiously on Friday after a mixed reading on the health of China's economy, while Japanese markets were buoyed by a weaker yen. The dollar hovered close to an 11-week high versus major peers on Friday after robust U.S.
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Dollar buoyant, equities cautious ahead of China data

GLOBAL MARKETS-Dollar buoyant, equities cautious ahead of China data By Kevin Buckland TOKYO, Oct 18 (Reuters) - The dollar hovered close to an 11-week high versus major peers on Friday after robust U.S. economic data allowed for a more patient path of Federal Reserve easing. Asian stocks were mixed, with Japan's Nikkei rallying amid a weaker yen, while other markets looked ahead cautiously to a barrage of top-tier Chinese economic data later in the day.
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Billionaire hedge fund manager Loeb shifts portfolio, eyes possible Republican U.S. election wins

Billionaire hedge fund manager Loeb shifts portfolio, eyes possible Republican U.S. election wins By Svea Herbst-Bayliss NEW YORK, Oct 17 (Reuters) - Billionaire investor Daniel Loeb adjusted his portfolio to capture a potential boom in corporate activity after the Nov. 5 U.S. election where he expects the Republican Party will chalk up wins. Loeb believes the Republican presidential candidate, Donald Trump, is more likely to win the White House and that his party's policies could help boost fin
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US economy is partying, but voters are hungover

BREAKINGVIEWS-US economy is partying, but voters are hungover The author is a Reuters Breakingviews columnist. The opinions expressed are his own. By Gabriel Rubin WASHINGTON, Oct 16 (Reuters Breakingviews) - With less than a month to go before the U.S. elections, the American economy is in arguably in the best shape it has been prior to any presidential contest in recent history.
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Ipsos at nearly 1-yr lows after another outlook cut

BUZZ-Ipsos at nearly 1-yr lows after another outlook cut ** Shares in Ipsos ISOS.PA fall around 9% to their lowest price since November after the market research company cut its 2024 organic growth target for the second time this year ** It now expects an organic growth around 1% for the year compared with 3% expected at the end of July and more th
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French and Benelux stocks-Factors to watch

French and Benelux stocks-Factors to watch Oct 16 (Reuters) - Below are company-related news and stories from France and Benelux which could have an impact on the region's markets or individual stocks. ASML ASML.AS In a video interview on Q3 earnings, group CFO said it expects China to come in at around 20% of the Dutch semiconductor equipment maker's total revenue in 2025. CREDIT AGRICOLE CAGR.PA French bank Credit Agricole said it is planning to buy a 50% stake in Chinese company GAC Finance L
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Harris holds steady, marginal 45%-42% lead over Trump, Reuters/Ipsos poll finds

EXCLUSIVE-Harris holds steady, marginal 45%-42% lead over Trump, Reuters/Ipsos poll finds Harris leads Trump by 3 points in Reuters/Ipsos poll Voter enthusiasm higher than in 2020 Harris favored on healthcare, Trump on economy Adds context, paragraph 12 By Jason Lange WASHINGTON, Oct 15 (Reuters) - Democratic Vice President Kamala Harris held a marginal 3-percentage-point lead over Republican Donald Trump - 45% to 42% - as the two stayed locked in a tight race to win the Nov.
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Harris holds steady, marginal 45%-42% lead over Trump, Reuters/Ipsos poll finds

EXCLUSIVE-Harris holds steady, marginal 45%-42% lead over Trump, Reuters/Ipsos poll finds Harris leads Trump by 3 points in Reuters/Ipsos poll Voter enthusiasm higher than in 2020 Harris favored on healthcare, Trump on economy Adds context on voter turnout, paragraph 11 By Jason Lange WASHINGTON, Oct 15 (Reuters) - Democratic Vice President Kamala Harris held a marginal 3-percentage-point lead over Republican Donald Trump - 45% to 42% - as the two stayed locked in a tight race to win the Nov.
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Harris holds steady, marginal 45%-42% lead over Trump, Reuters/Ipsos poll finds

EXCLUSIVE-Harris holds steady, marginal 45%-42% lead over Trump, Reuters/Ipsos poll finds Harris leads Trump by 3 points in Reuters/Ipsos poll Voter enthusiasm higher than in 2020 Harris favored on healthcare, Trump on economy Adds details in paragraphs 5-12 By Jason Lange WASHINGTON, Oct 15 (Reuters) - Democratic Vice President Kamala Harris held a marginal 3-percentage-point lead over Republican Donald Trump - 45% to 42% - as the two stayed locked in a tight race to win the Nov.
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Ipsos Revises Annual Organic Growth Target To Around 1%

BRIEF-Ipsos Revises Annual Organic Growth Target To Around 1% Oct 15 (Reuters) - Ipsos SA ISOS.PA : UPDATE ON 2024 OUTLOOK REVISION OF ANNUAL ORGANIC GROWTH TARGET MAINTENANCE OF OPERATING MARGIN TARGET ESTIMATES Q3 REVENUE AT €591 MILLION, 0.5% GROWTH THIRD-QUARTER REVENUE, ESTIMATED AT EUR 591 MILLION, REPRESENTING A GROWTH OF 0.5% ORGANIC GROW
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Harris sits with Charlamagne, Fox, maybe Rogan as polls tighten

Harris sits with Charlamagne, Fox, maybe Rogan as polls tighten By Trevor Hunnicutt WASHINGTON, Oct 15 (Reuters) - U.S. Democratic presidential candidate Kamala Harris campaigns in Detroit on Tuesday, aiming to shore up support among Black men by capping the trip to the crucial 2024 election state of Michigan by appearing with radio host Charlamagne tha God.
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