⚠️CHART OF THE WEEK: Foreigners are dumping US equities

Capital is gradually going back home amid historic policy uncertainty.

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According to Goldman Sachs data, foreigners sold $44 BILLION in US stocks over the past two months.

Year-to-date, net withdrawals have reached $31 billion.

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This is despite the market rebound over the last 2 months and the 90-day reciprocal tariff pause announced on April 9 by the US administration.

Is this just the beginning of continued outflows?

Find out more about this in the following piece.

🚨Is the United States going to default on its public debt?

What is a Mar-a-Lago Accord and how it could reshape the global financial system?

globalmarketsinvestor.beehiiv.com/p/is-the-united-states-going-to-default-on-its-public-debt

INVESTMENT PORTFOLIO UPDATE (April 29, 2025)

Please find out an update about my market positioning - only for Founding Members

globalmarketsinvestor.beehiiv.com/p/investment-portfolio-update-april-29-2025

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