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NEW YORK (Reuters) -Janus Henderson, which manages $379 billion in assets, is advising investors to cut stock holdings and buy more investment-grade sovereign bonds as tariffs threaten to slow global growth, a fund manager said. Janus Henderson now recommends a portfolio of 55% equities and 45% bonds, compared with its call at the start of the year for 62% equities and 38% bonds, Adam Hetts, global head of multi-asset at Janus, told Reuters. His base case is for a market selloff and the potential for bearish and recessionary cases to take hold.

"We believe the whole trajectory of earnings for TSLA remains too high and could face negative revisions post 1Q25 results," UBS analysts said.

Trump's decision followed a rout in US Treasurys amid what some call the "Sell America" trade.

Stuart Alderoty says the National Cryptocurrency Association aims to replace crypto confusion with clarity—and dismantle outdated stereotypes along the way.

Japan is the largest holder of US debt. Jeff Park explains why that might not be the country to cross

NEW YORK (Reuters) -Federal Reserve Bank of Chicago President Austan Goolsbee said Thursday high levels of uncertainty amid very aggressive trade tariffs argues for a wait-and-see approach to monetary policy, amid signs the U.S. government bond market is holding up under a period of high stress. The bar for action on monetary policy "is a little higher" at the moment as central bankers scour the data to see how the economy is reacting to actions taken by the Trump administration to make a wide range of import prices sharply higher. Goolsbee noted that the tariffs pursued by President Donald Trump, even as they've been pulled back, are still very high and will impact the economy in a way that's hard for monetary policy to deal with.

(Bloomberg) -- The US slashed its forecasts for global oil demand growth and domestic crude production as US President Donald Trump’s tariff moves puts a cloud over the economic outlook.Most Read from BloombergMidtown Office Building Evacuated on Concerns of Wall CollapseIn Chicago, a Former Steel Mill Looks to Make a Quantum LeapThe Secret Formula for Faster TrainsHelicopter Crashes Into Hudson River With Multiple FatalitiesInside the Quiet, Extravagant Expansion of the Frick CollectionGlobal o