Hedge fund sold US stocks for five consecutive weeks last week, in anticipation of the economic recession by President Donald Trump's pledge, which imposed tariffs on major trading partners.
The funds were released on Friday and sold in all geographicals, apart from the advanced Asian market in Goldman Sachs, which was seen by Reuters on Monday.
According to GOLDMAN's data, the approach to almost twice the number of long -distance betting approached the number of industrial stock short positions.
Bank said the sales market, which began with the rewind of Jen Carry Transactions, was the largest since August, when the meltdown of the stock market spread to high -tech shares in the United States.
According to Goldman, the only sector that hedge funds bet on rising value were real estate stocks.
All types of listed real estate stocks are popular with hedge funds such as housing, retail, and healthcare.
Bruno Schneller, Managing Director of Erlen Capital Management, said:
“If trade wars lead to an increase in import costs and a widespread inflation pressure (due to tariffs), real estate will be a more attractive hedge for the buying power of erosion.”
Short bets are the catastrophic confusion of the potential confusion of the market for the progress of artificial intelligence in China through deep -safe, and the financial impact of 25 % of Trump on Canada and Mexican products. It was brought when hindered.
On Monday, the President of Mexico, Claudia Sheinbaum, announced that she would expand thousands of additional units on the border with the United States to crack down on immigration and Fentanyl smuggling. The tariff was one month late.
Trump, who is planning to talk to Canadian Prime Minister Justin Trudeau on Monday, has indicated that tariffs on Canada and China will come into effect on Tuesday.
Many large investors have shifted to increase their bets on individual shares and hedge more risks to more financial products.
Unlike hedge funds, which expected to retreat, daily investors bet different.
Many assumed that Trump hesitated to enforce customs duties that could delay the economy, which would lead to a surge in retail investment.
JPMORGAN CHASE & CO. The data indicates that only an individual investor poured $ 2.1 billion into US stocks last Friday.
EMMA WU, a JPMORGAN strategic, has pointed out that such a large -scale investment has only 9 times in the past three years. According to Bloomberg News.
With post wire
