After 100 days under Trump, investors reassess the allure of ‘brand USA’

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NEW YORK: In the first 100 days of the Trump administration, a roller coaster riding for markets has seen some investors withdraw from US assets, but it remains to be seen whether policies have changed the United States permanently.

Primary rallies have been partially seen by prominent rallies in the market, but investors are concerned about the longevity and power of any bounce in assets prices. Some are diverse in international assets or are making sure they are not of overweight American assets because they believe more in policy.

“The question whether it has damaged US markets and economic systems, but we do not yet have a long -term response,” said Charles Shobab & Company Chief Investment Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategy Strategic Strategy Strategy Strategic Strategic Strategy to Chief Investment Strategic EN Sonders, “The question of whether it has hurt US markets and economic systems, but we do not yet have a long -term response,” said Charles Schwab & Company’s Chief Investment Strategy Strategy Strategy, when we were more likely to say, “We know that we are more likely to say,” We know that we are more likely to say, “said Charles. Whether we are reliable or not. “

Due to the recent moderation in trade rhetoric, equity has begun to get a small recovery near the level of April 2 and in the dollar. Nevertheless, in 100 days of Trump’s inauguration of January 20, S&P 500 has declined by about 8.0 % and the dollar index has decreased by about 9.0 %. The 100th day of Trump’s presidency will be identified on April 30.

The fluctuations have come when investors fear that the restoration of Trump’s global trade can hurt the US economy, which creates a balance. The criticism of the US Federal Reserve Chair Jerome Powell also caused sharp sales as investors were worried about feed freedom. Some people also fear that deep harm can happen.

“When you have a brand, you need to behave in a way that respects the brand,” Kenneth Griffin, the founder and CEO of Studel, said at a seafood conference on Wednesday that the administration needs to be careful about the potential loss to the US treasury.

White House spokesman Kosh Desai said the Trump administration is determined to protect the US dollar power and strength. “Ever since President Trump was shown great confidence in industry leaders, including TSMC, Apple, and Roach, the dollar under the administration, the later trillions have been committed to protecting the US dollar power and strength.”

Powerful dollars?

Strategic experts have pointed to a mixture of evidence to recover from US assets, though they are different whether US domination will make any actual change.

Jeans Nordoig, the founder of the Extent Data, said in a note Thursday that a mosaic together concluded that it concluded that “structural change in the amount allocated to the assets” where investors around the world “are looking for alternative reserve currencies”.

Although Nordoig does not predict that the US dollar will lose its reserve currency, it means that a long list of various investors will want to reduce the US dollar exposure if they can find a way to do so. “

Investors, investors in the dollar, will be looking for a significant change in shares of global FX reserves and dollar shares in global payments, while analysts and investors say it may take years to see the final evidence.

According to the IMF data, US dollar holdings in global FX reserves – foreign assets -administered foreign assets – in the fourth quarter of various central banks – has dropped from 66 percent to 57.8 percent in the fourth quarter of 2024. “A fast -paced geo -political fracture,” said Gary Smith, client Portfolio Manager of Colombia’s Thread Needle Investment, will persuade some central banks to accelerate its diversity with the dollar. “

A recent sale in the Treasury Market, Bedrock of the global financial system has raised concerns about the sale of foreign investors – which holds 30 % of the 29 trillion US government bond market, though analysts say there is very few evidence so far. Oxford Economics said in a research note Thursday that market measures “showed a wider change by investors.

Those who change their strategies include Spencer Hacksmen, CEO of Tolo Capital Management, a New York -based Macro Hedge Fund, Tolo Capital Management. Its fund is increasing its distribution for gold and reducing its allocation in the long -term treasures because “we believe the trust crisis is now ready for the dollar -related safe havens”.

Eyeon Russia, CEO of assets in Lizard, said on Friday that he expected that Portfolio would face away from the United States in the rest of this year. “Russia said on an income call,” Global investment will be a very prominent conversation. “

Nouri Katz, president of Apex Capital Partners in Antigua, said that ultra -high net worth of people are concerned, who advise clients about the establishment of overseas citizenship. He said a growing number of clients “wants to diversify its financial assets outside the United States, and that number is almost increasing daily daily”.

Tara Haryaharn, Managing Director of Global Macro Hedge Fund NWI Management, said several pillars of the so -called “American exception” remained. “Over time, comparative benefits should be strengthened by structural adjustments and business friendly and financial policy and make sure it is a magnet for global capital in the coming decades.”