Summary
Investor sentiment is shifting away from U.S. markets as Europe and China ramp up spending and economic policies.
A global trade war, Trump’s aggressive tariffs, and China’s rising technological influence are reshaping capital flows.
European stocks are outperforming U.S. markets, and the dollar is weakening as investors diversify.
The emergence of Chinese AI models, like DeepSeek, challenges U.S. dominance in tech. While some see this as a temporary shift, others believe global investment strategies are adapting to a changing economic landscape.