Bank of America Survey: Institutional Investors' Emerging Market Stock Holdings Hit Highest Level Since February 2021

Gate News, March 18 — Market analyst Jared Blikre stated that the March Global Fund Manager Survey released by U.S. banks on Tuesday (March 17) shows that large institutional investors’ holdings in emerging market stocks have reached their highest level since February 2021. Their holdings in commodities have also hit a new high since April 2022, while their holdings in the US dollar are below average. This makes the US dollar the focal point of the Federal Reserve’s decision this time. The analyst pointed out that Powell does not need to influence market trends by adjusting interest rates. If Powell’s remarks appear hawkish and the dollar index rises above 100, it could put pressure on investors who have heavily invested overseas. Conversely, if Powell’s tone is more dovish, this pressure will ease, and emerging market stocks and commodities will have more room to grow. The key level to watch for the dollar index is 100; once it breaks above this level, pressure will increase. If it is pushed back again, global risk trades will continue.

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.

Related Articles

Trump Signals Openness: Consider a Currency Swap With the UAE, Extending “Wartime Dollar Diplomacy” Further

CNBC reported that Trump publicly said he would help if needed, considering establishing a currency swap channel with the UAE, marking the White House’s first public response on the issue. The UAE central bank governor visited the U.S. last week to raise the possibility, but the actual decision still rests with the U.S. Federal Reserve. Fighting in the Strait of Hormuz disrupts dollar liquidity; if it goes ahead, it would broaden the impact of dollar diplomacy and on crypto, stablecoins, and global inflation/exchange rates.

ChainNewsAbmedia2h ago

Bank of Korea Prioritizes CBDCs Under New Governor Shin, Maintains 2.5% Rate Amid Regional Uncertainty

Gate News message, April 22 — South Korea's central bank has entered a new monetary phase with newly appointed governor Shin Hyun-song placing central bank digital currencies (CBDCs) at the forefront of the country's financial system. In his inaugural address, Shin positioned CBDCs and bank-issued d

GateNews3h ago

Indonesia's Central Bank Holds Key Rate at 4.75%, Pledges Further FX Intervention

Gate News message, April 22 — Indonesia's central bank maintained its benchmark interest rate at 4.75% on April 22, marking the seventh consecutive meeting without a change and aligning with market expectations. Central Bank Governor Perry Warjiyo stated that the bank has intensified foreign

GateNews3h ago

Fed Chair Nominee Kevin Warsh Backs Crypto Integration, Opposes CBDC

Abstract: Trump's Fed chair nominee Kevin Warsh argues digital assets are already part of U.S. finance, rejects a central bank digital currency, and favors market-led crypto innovation. He disclosed more than $100 million in crypto holdings, inviting questions about independence. Summary: Warsh, Trump's Fed nominee, says digital assets are integral to U.S. finance, rejects a CBDC, and favors market-driven crypto innovation; he disclosed more than $100 million in crypto holdings, raising independence concerns.

GateNews6h ago

Trump’s nominee for Fed chair: won’t be a White House puppet—crypto assets will become the new financial normal

Warsh emphasized the Federal Reserve’s independence at the hearing, denied being a White House puppet, and did not commit to rate cuts; if he takes office or adopts a more accommodative policy, it would be positive for risk assets such as Bitcoin. U.S. stocks fell amid the hearing and geopolitical risks, with the three major indexes down by about 0.6%. Changes in Middle East talks also intensified market risk sentiment.

ChainNewsAbmedia7h ago

Trump Nominates Christopher Fehren as White House Economic Advisers Chair

Gate News message, April 22 — President Trump nominated Christopher Fehren as chair of the White House Council of Economic Advisers on April 21, filling the vacancy left by former chair Stephen Miran after his appointment as a member of the Federal Reserve Board in 2025. The nomination has been

GateNews9h ago
Comment
0/400
No comments