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Sell America trade reaction to the headline (stocks down, bonds down, USD down) even though fund only had $100 mln in US treasuries
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Hardline from Denmark
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- Move above 1.17 has put 1.1800-20 on the radar but would need to get through 1.1743 and 1.1765 to expose it.
- With that said, geopolitical markets can be very fickle and much depends on whether President Trump gets a wakeup call from the Sell America trade when he speaks in Davos on Wednesday.
EURUSD DAILY CHART
Newsquawk Daily US Opening News
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Sell America Trade Update
- Weaker stocks: Yes
- Weaker dollar: Yes
- Weaker bonds (higher yields): Yes
While financial news reports will likely focus on weaker stocks and the dollar, the sharp drop in bonds (spike higher in yields) should send alarms in the administration.
How as unpredictable President will react is uncertain but there should be pressure from his advisors to cool down the escalation risk.
Market Update
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Headline alert: Davos speakers (Trump on Wed)
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Forex Market Snapshot
USD is down across-the-board in what looks like a Sell America Trade reaction to Trump’s Greenland tariffs on the EU and UK
USDJPY is trying to join in after diverging earlier. Was it the BoJ in covertly or the market finally waking up to the general USD trend? In any case, USDJPY is clearly pivotal and the bias setting level.
No key US data. SCOTUS could issue its ruling on legality of Trump tariffs.
Note, markets pricing in the worst case basis so convictions are likely to be fragile in this self- induced US (i.e. Trump) led crisis.
Newsquawk Daily Asia-Pac Opening News
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Heads up: SCOTUS may announce its tariff decision on Tuesday
The Supreme Court may announce opinions on Tuesday, January 20, 2026 the Court’s calendar indicated they may release opinions that day and that they’ll post the orders list around 9:30 a.m. ET, with opinions typically following (and then posted online after announcement).
What are the signs of a “Sell America Trade?”
Investors sell U.S. assets and reduce exposure to the U.S. economy .It usually shows up as selling across markets:
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- U.S. stocks fall
- U.S. dollar weakens
- U.S. Treasuries sell off (yields rise)
- Money flows into non-U.S. markets (Europe, EM, gold, commodities, etc.)
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