Utopia Talk - Politics - Record dump of US stock for Europe

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Utopia Talk / Politics / Record dump of US stock for Europe

williamthebastard
Member Sat Mar 22 12:47:36
Fleeing the scene: Investors have dumped a record amount of US stock as stagflation fears bite

Global fund managers dumped a record amount of US stock during last week's sell-off, BofA found.

Investors were dumping shares at a record clip.

Global fund managers reduced their allocations to US equities by the most ever between March 7 and 13, according to a Bank of America survey featuring 171 investors overseeing a combined $426 billion in assets.

Bank of America says the rotation out of US stocks into international assets like eurozone, UK, and emerging-market equities was driven by concerns of an economic slowdown.

Key among investor worries is the possibility of stagflation, which involves a toxic mix of below-trend growth and persistently high inflation. It effectively ties the Fed's hands, leaving them unable to raise or lower rates in order to address either situation.

The main culprit in the stagflation narrative is Trump's trade war.

Another common refrain in the fund manager survey was that US exceptionalism as we know it may be over. 69% of fund managers said they think US outperformance relative to the rest of the world has "peaked."

As such, following the record-sized allocation trimming last week, fund managers are now positioned 23% underweight the US equity market, the lowest since June 23.

http://fin...s-dumped-record-224319770.html

Rugian
Member Sat Mar 22 12:55:26
Cool. Makes it cheaper for me to invest going forward with my dollar cost averaging.

murder
Member Sat Mar 22 12:56:50

"The main culprit in the stagflation narrative is Trump's trade war."

Or as I like to call it "World War Trump".

murder
Member Sat Mar 22 12:57:11

"World War T" also works.

williamthebastard
Member Sat Mar 22 13:17:22
Im starting to wonder if he's not more of an EU puppet than a Russian puppet.

show deleted posts

williamthebastard Member	Sat Mar 22 12:47:36 Fleeing the scene: Investors have dumped a record amount of US stock as stagflation fears bite Global fund managers dumped a record amount of US stock during last week's sell-off, BofA found. Investors were dumping shares at a record clip. Global fund managers reduced their allocations to US equities by the most ever between March 7 and 13, according to a Bank of America survey featuring 171 investors overseeing a combined $426 billion in assets. Bank of America says the rotation out of US stocks into international assets like eurozone, UK, and emerging-market equities was driven by concerns of an economic slowdown. Key among investor worries is the possibility of stagflation, which involves a toxic mix of below-trend growth and persistently high inflation. It effectively ties the Fed's hands, leaving them unable to raise or lower rates in order to address either situation. The main culprit in the stagflation narrative is Trump's trade war. Another common refrain in the fund manager survey was that US exceptionalism as we know it may be over. 69% of fund managers said they think US outperformance relative to the rest of the world has "peaked." As such, following the record-sized allocation trimming last week, fund managers are now positioned 23% underweight the US equity market, the lowest since June 23. http://fin...s-dumped-record-224319770.html
Rugian Member	Sat Mar 22 12:55:26 Cool. Makes it cheaper for me to invest going forward with my dollar cost averaging.
murder Member	Sat Mar 22 12:56:50 "The main culprit in the stagflation narrative is Trump's trade war." Or as I like to call it "World War Trump".
murder Member	Sat Mar 22 12:57:11 "World War T" also works.
williamthebastard Member	Sat Mar 22 13:17:22 Im starting to wonder if he's not more of an EU puppet than a Russian puppet.
	show deleted posts

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