🚨 Has the "Sell America" wave begun? Barclays issues an analysis! 🏦

The idea of "Sell America" (divesting heavily from the U.S. market) is still in its very early stages, according to Barclays' analysis.

🤔 Why this opinion?

Strong dominance: The U.S. stock market still accounts for a massive 63% of global market capitalization. 📈

Solid fundamentals: This performance is supported by strong earnings fundamentals of U.S. companies. 💪

🎯 The role of Big Tech:

Much of the strength of the U.S. market is attributable to technology giants.

These companies have been the cornerstone of what is known as the "U.S. exceptionalism trade."

For this reason, their upcoming earnings results will be under the microscope and closely monitored.