🌍 “SELL AMERICA” SENTIMENT STILL STRONG — INVESTORS ROTATING OUT
The “Sell America” trade continues as investors reduce exposure to U.S. assets, shifting into non-U.S. markets, commodities, and alternative safe havens. This structural trend is driven by rising geopolitical risk, policy uncertainty, and concerns about the dollar’s long-term strength.
When global capital stops treating the U.S. as the default home, risk flows change permanently — and markets reprice accordingly.
📰 Source: Investor sentiment surveys / market flow data
