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Energy Up as Trump Threatens Tariffs on Buyers of Venezuela's Oil -- Energy Roundup
Energy Stocks Outperform Year to Date Amid Inflation, Tariff Uncertainty
A historic week, the logic of Global capital flows has undergone a tremendous change!
In the view of UBS Group, the "London Agreement" reflects the distrust of European countries towards the USA and their pursuit of independence. The euro may eventually rise as an alternative reserve asset, competing with the dollar. European countries may further strengthen economic integration, promoting the multipolar development of the global economic landscape.
Is the "USA exceptionalism" collapsing? Europe and Emerging Markets are rising strongly, and Global capital is beginning a "great migration".
Emerging Markets MMF and stock markets rose, while Germany's spending plans also boosted Europe Assets.
Global Capital Trend reverses: The US stock market has lost its favor, while Central and Eastern Europe rises!
① The Global Capital Trend has shifted: in the past month, the inflow of funds into US stocks slowed to 33 billion dollars, the lowest since August last year; meanwhile, foreign investment inflow into China and the European Union increased; ② Barclays Analysts pointed out that weak US economic data and the uncertainty of Trump's policies have made investors cautious; European stocks rose due to buying in bank shares and short covering in cyclical stocks; Chinese Technology stocks are favored as funds are withdrawn from India.
Behind the outperformance of European stocks over American stocks: Is Trump forcing a 'Make Europe Great Again'?
① Although Trump's slogan is MAGA (Make America Great Again), investors are currently betting in the Capital Markets, which seems to be MEGA (Make Europe Great Again) ... ② Last November, the election victory of President Trump was seen by many as bad news for Europe Assets, which had long been mired in difficulties; ③ However, recently investors seem to be betting that the situation may be just the opposite ...