Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
Join us For the final, exclusive, personal interactive event with lemon balm and traders for “Fast Money” live on Nasdaq Marketsite on Times Square on Thursday, June 5.
According to economic expert experts Rebecca Paterson, world investors are undergoing a structural rethinking of their impact on the US markets.
Paterson, who held the position of Bridgewater’s main investment strategist claims that they gradually reduce the impact of US assets, and the impact may be significant. Her forecast comes after talking to the World Bank and international currency meetings in Washington last week.
“There are a large number of foreign investors who are worried not only about tariffs but also about the reliability of America as a partner,” Paterson said on Monday at CNBC “”Fast money“
Beyond the tariff policy of the Trump administration, it finds foreign investors and politicians lose their faith in the broader fears over the potential armed armament of capital markets to achieve its economic goals.
According to Paterson, this may endanger US global investors. According to the last June, foreigners conducted more than 31 trillion. The main assets of the United States Treasury data. This is 4.4 trillion. Dollars compared to the previous year. The profit came when the US markets reached all the time, thanks to partially Megacap Tech and artificial intelligence.
“They look at the huge US distribution, which has been created over the last few years, and they say,” We may have a little less, just cut off the tops, “mostly there is a prize for the risk of US assets because we have such a great uncertainty,” she said.
Even a slight decrease in global involvement can submit A problem for US marketsPaterson warns.
“Pretend that you are Chief Investment Director of a large foreign pension fund or sovereign fund.” This is 1.2 trillion. Dollars who are now leaving the United States. “
A potential sale of 1.2 trillion is 2.3% of S&P 500′ S overall market capitalization as of Friday’s closing. However, Paterson emphasizes that the capital flight will not take place over the night.
“For these investments goldsaid Paterson.
American shares are generally insufficient indicators Other global stocks so far in 2025, at this time S&P decreased by 4.7%. Wide Europe Stoxx 600 The index this year scored 5.7%, while the ACI ACI ACI ACI Pacific Index increased by 2.4% over the same period.
