2025-01-24 11:07:03WTI crude oil futures tried to recover to $75 per barrel after six consecutive days of losses, but were still down more than 3% for the week, the most since November, mainly due to President Trump’s call for lower crude prices. Speaking at the Davos forum on Thursday, Trump announced plans to urge Saudi Arabia and OPEC to reduce oil prices, and made moves to boost US production. At the same time, Trump threatened tariffs on China, Canada, and Mexico, raising concerns about global economic growth and oil demand. On the supply side, EIA data showed US crude inventories fell by 1 million barrels last week, marking a ninth consecutive decline and falling below the five-year seasonal average. Meanwhile, distillate fuel stocks saw a sharp drop, while gasoline inventories continued to rise.
2025-01-23 08:30:05Both the STOXX 50 and the STOXX 600 hovered near the flatline on Thursday, snapping a seven-session winning streak that had propelled the former to 2000-highs and the latter to record levels. Traders took a breather while closely monitoring developments in US policy under President Trump. Technology stocks led the losses after a rally in the previous session, fuelled by Trump’s announcement of a $500 billion AI infrastructure investment in the US. Meanwhile, the World Economic Forum in Davos remained in focus, with Trump scheduled to address attendees via video call. On the corporate front, ASML Holding dropped 3.4%, ranking among the session’s biggest losers following warnings from SK Hynix about weak chip demand. Additionally, comments from the Dutch Prime Minister suggested that Trump is likely to continue pressuring the Netherlands to restrict exports of chip-making machines from ASML to China. Puma shares tumbled 14% after the company reported disappointing earnings.
2025-01-22 23:58:01亚洲对冲基金在2024年反弹,许多对冲基金录得两位数涨幅。一些基金在2024年的回报率超过35%,其中包括Aspex Management (HK) Ltd.、Panview Capital Ltd和CloudAlpha Capital Management Ltd.等公司管理的证券基金,通常押注人工智慧(AI)相关和其他技术。在跨股票、固定收益、外汇和商品市场交易的宏观基金中,Ocean Arete Ltd.的基金回报率接近20%。Eurekahedge Pte.的数据显示,这是自2020年以来亚洲对冲基金首次能与全球平均水准比肩。在疫情、地缘政治紧张局势等冲击下,亚洲对冲基金亏损了三年。