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Most bearish on the US dollar in a decade! Institutions flock to hedge dollar positions

Most bearish on the US dollar in a decade! Institutions flock to hedge dollar positions

Fund managers' bearish stance on the US dollar has reached its highest level in more than a decade. Amid unpredictable US policy decisions causing heavy blows to the dollar, institutional investors are withdrawing from or hedging dollar assets at an unprecedented pace. According to the latest survey released by

Wall Street Insights Breakfast FM-Radio | February 17, 2026

Wall Street Insights Breakfast FM-Radio | February 17, 2026

``` Huajian Morning Voice Listeners are requested to upgrade to the latest version of the Jianwen app to successfully listen to the following audio. Market Overview US Stock Market Closed, Tech Stocks Drag Down European Market Rebound, Pan-European Index halts a two-day decline, UK stocks rise for the second day, setting

Goldman Sachs: Hedge funds are bottom-fishing in Asian markets at the fastest pace in a decade.

Goldman Sachs: Hedge funds are bottom-fishing in Asian markets at the fastest pace in a decade.

``` Due to growing optimism in the market towards artificial intelligence infrastructure companies, hedge funds recorded the largest net buying scale in emerging and developed Asian markets last week since Goldman Sachs began tracking related data in 2016. According to a Goldman Sachs report, hedge funds turned net buyers of global

Report: Divergence on AI military use, U.S. Department of Defense close to cutting ties with Anthropic

Report: Divergence on AI military use, U.S. Department of Defense close to cutting ties with Anthropic

According to Axios, the US Pentagon is close to severing ties with Anthropic and may list Anthropic as a "supply chain risk" because the restrictions Anthropic has imposed on how its technology can be used have left the Pentagon dissatisfied. The report says the falling out between the

"An organization controls one third of the world's supertankers."

"An organization controls one third of the world's supertankers."

``` An unprecedented oil tanker acquisition campaign is shaking up the global oil shipping market. On February 16, according to Bloomberg citing several senior industry insiders, South Korea’s Sinokor Group has rapidly purchased or leased a large number of vessels over the past month or two, currently controlling about 120

Morgan Stanley: AI is a capital expenditure black hole, risks spreading to the credit market

Morgan Stanley: AI is a capital expenditure black hole, risks spreading to the credit market

Morgan Stanley points out that artificial intelligence is shifting from being merely a hot topic in capital markets to becoming a real variable that induces structural pressure in credit markets. Vishwanath Tirupattur, Head of North American Fixed Income Research at the bank, believes that market perceptions of AI are showing

Japan returns to growth but remains sluggish; Q4 2025 GDP annualized quarterly rate at 0.2%, below expectations, expansionary fiscal policy supported.

Japan returns to growth but remains sluggish; Q4 2025 GDP annualized quarterly rate at 0.2%, below expectations, expansionary fiscal policy supported.

``` Although Japan reversed the deep contraction seen in the previous quarter, economic growth in the fourth quarter of 2025 remained far below market expectations. This weak performance provided support for Prime Minister Sanae Takaichi’s advocacy of expansionary fiscal policy and also put the Bank of Japan’s rate hike