💵 Goldman Sachs: Investors Aren’t Ditching the Dollar – Just Normalizing! 🇺🇸
#MarketUpdate #USD #GoldmanSachs #BinanceSquare
According to Goldman Sachs President John Waldron, the recent dip in U.S. dollar holdings isn’t a panic move — it’s just investors “lightening up” and returning to normal levels after overloading on USD earlier this year.
Here’s the TL;DR:
📉 Not a Dollar Dump:
Investors are trimming excess USD, not fleeing U.S. assets. Some had 10–30% more USD than usual before April 2 tariffs hit.
📆 What Triggered It?
Trump’s “Liberation Day” tariff announcement on April 2 shocked the markets. Many rebalanced quickly through currency trades.
📈 Stabilization Mode:
Markets have bounced back after U.S.–China trade deals eased tension.
S&P 500 & Nasdaq have recovered
USD strength returns
🧠 Investor Sentiment:
Waldron says there’s no mass exit yet, and volatility hasn’t scared off long-term holders. The shift is about smart portfolio rebalancing — not fear.
🌍 China Relations Still Solid:
Goldman confirms U.S. firms are still operating smoothly in China, despite diplomatic tension.
Demand for Chinese stocks & bonds remains strong.
🤝 M&A Slowdown:
Uncertainty around tariffs has paused many mergers & acquisitions, though near-complete deals are still closing.
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Key Takeaway:
📊 This isn’t the end of U.S. dominance — it’s just a reset. Smart money’s playing it safe, not running scared.