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.

Zhitong FinanceMar 5 20:35

10-K: Annual report

SECMar 1 00:03 · Announcements

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due to buying in bank shares and short covering in cyclical stocks; Chinese Technology stocks are favored as funds are withdrawn from India.

cls.cnFeb 27 20:34

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 ...

cls.cnFeb 25 15:39

Sell European bonds, buy Military Industry! Traders in Europe believe: the world has changed...

① This Monday, while the American Financial market was closed for Presidents' Day, the activity in the Europe market seemed quite significant; ② Local market investors were selling European Bonds and Buying Defense stocks, as there were outside speculations that the meeting of EU leaders in Paris would point towards increasing Europe’s security spending.

cls.cnFeb 18 08:55

The European Central Bank's first appearance of the New Year may announce a rate cut this year that exceeds expectations.

Kaitou Macro stated that the European Central Bank's interest rate reduction path will have to exceed most investors' expectations.

Golden10 DataJan 30 22:07