📊 Investors are once again looking at the dollar and the USA: trend change
Global funds are massively abandoning bets against the dollar.
S&P 500 and Nasdaq are hitting new highs.
The dollar index (DXY) is above 104 - the first time in 2 months.
Emerging markets are experiencing outflows: just in 2 weeks - minus $4.2 billion.
💡 Why this is important:
- The USA is once again perceived as a "safe haven";
- Inflation in the States is stable, the economy is growing;
- Trump's tariff threats undermine confidence in other countries;
- China and India are losing capital inflows amid sanction risks.
📌 Conclusion:
Global capital is returning to the dollar and American assets.
A redistribution is starting - and it could become long-term.
P. S. In your opinion, who will win, the USA or China?
😈 USA
👍 China