Calls
3
Hugh Gimber
Global Market Strategist, JPMorgan Asset Management
Win Rate
0.0%
return
-11.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 17
$105.11
-7.0%
Emerging markets remain underappreciated and are the prime recipients of massive US tech spending, with Korea and Taiwan, in particular, benefiting. Despite strong performance, forward valuations have actually compressed, creating an opportunity.
Equity Indexes
Long
Jun 17
$210.33
-23.3%
Emerging markets remain underappreciated and are the prime recipients of massive US tech spending, with Korea and Taiwan, in particular, benefiting. Despite strong performance, forward valuations have actually compressed, creating an opportunity.
Equity Indexes
Long
Feb 23
$108.82
-2.9%
The Supreme Court struck down the reciprocal tariff mechanism, leading Trump to haphazardly boost tariffs to 15%. Ven Ram notes the US trade deficit is at multi-decade highs, while the Eurozone has a current account surplus. Typically, tariffs strengthen the domestic currency (import compression). However, the *uncertainty* of the policy (150-day windows, legal challenges, refund chaos) is acting as a risk premium on US assets. The market is punishing the chaos rather than rewarding the protectionism. Bearish USD / Bullish EUR. If EURUSD hits 1.20, the ECB may be forced to cut rates aggressively to protect European exporters, reversing the trend.
The Supreme Court struck down the reciprocal tariff mechanism, leading Trump to haphazardly boost tariffs to 15%. Ven Ram notes the US trade deficit is at multi-decade highs, while the Eurozone has a current account surplus. Typically, tariffs strengthen the domestic currency (import compression). However, the *uncertainty* of the policy (150-day windows, legal challenges, refund chaos) is acting as a risk premium on US assets. The market is punishing the chaos rather than rewarding the protectionism. Bearish USD / Bullish EUR. If EURUSD hits 1.20, the ECB may be forced to cut rates aggressively to protect European exporters, reversing the trend.
FX & Currencies
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Hugh Gimber has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: EWY, EUR, FXE.
