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    Wall Street kämpft mit neuem Risiko: Ein europäischer Käuferstreik


    Wall Street kämpft mit neuem Risiko: Ein europäischer Käuferstreik

    https://www.bloomberg.com/news/articles/2026-01-24/wall-street-grapples-with-new-risk-a-european-buyers-strike

    Von goldstarflag

    View 18 Comments

    18 Kommentare

    1. Massimo25ore on

      Article:

      US Commerce Secretary Howard Lutnick told the elites gathered in Davos that the Trump administration believes globalization is “a failed policy” that left America behind. A day later, his boss, President Donald Trump, predicted the US stock market would double from records he openly took credit for.

      There’s a stark tension lurking between the lines spoken by the two American billionaires: Foreign investors have had an insatiable appetite for US stocks over recent years, playing a huge role in driving benchmark indexes to the records Trump likes to boast about. Europeans, in particular, have been voracious buyers.

      And while Trump lowered the temperature toward Europe, concern lingers on Wall Street that his belligerence and belittlement of the continent could take some of the biggest buyers of US equities out of the market. There are signs, in fact, that’s already beginning to happen.

      “We are seeing more clients wanting to diversify away from the US. We saw that trend start in April 2025 but it has somewhat accelerated this week,” said Vincent Mortier, chief investment officer at Amundi SA, which is Europe’s largest asset manager with €2.3 trillion ($2.7 trillion) in assets under management.

      He said any disentanglement will end up being a “long and complex process,” where clients need to figure out how they want to depart from main benchmarks, how they want to hedge against the US dollar.

      European investors own roughly $10.4 trillion in US stocks — and more than half of that total is owned by investors in the very eight countries Trump threatened with tariffs, a move that contributed to a 2.1% drop in the S&P 500 on Tuesday.

    2. FitSyrup2403 on

      Taco will announce tarrifs on funds that do not trade US bonds and stocks

    3. Feeling-Charge6487 on

      Wild how market confidence suddenly depends on Europeans just not buying. Turns out wallets vote louder than press releases.

    4. MasterWis on

      Also if USD continues to depreciate it’s basically pointless for EU buyers as ultimately they look at their performance in Eur. Just saying

    5. Mission_Scale_860 on

      I already sold all US exposure last year and increased European and Swedish exposure. It’s not about the money, it’s about sending a message.

    7. paulridby on

      One could hope. I’d rather invest in a world ETF than in the S&P 500 for starters.

    8. diamanthaende on

      One major problem is dollar devaluation, which is actually intended by the Trump administration and their idiotic mercantilism fetish.

      For example, the S&P500 had a very good 2025, if you look at gains in US dollars (16.39%). In Euros however (and other currencies), which is actually relevant for European investors, the real performance was below 4%, due to the strong devaluation of the dollar in the same time period.

      Hence, the S&P500 was strongly outperformed by most European markets. Add the very high valuations of US stocks to the picture, which basically cry for a big correction, and it’s easy to see why the US stock market is less attractive.

      You don’t need to make a “political statement”, the economic facts speak for themselves.

    9. detox4you on

      Some large pension funds have already selled off several billions and moved to EU stocks in the past 6 months.

    10. ItsACaragor on

      « Globalization is a failed policy that left America behind »

      – President of the country that represented 25% of the world economy before he took offic, the second things start looking bad because of his incompetence

    11. Spinoza42 on

      Time also private, public and corporate European data to be removed from US big tech. Last week I moved from Google to Proton, this week from Windows to Ubuntu. I’d encourage others outside the US to do the same, and frankly those in the US as well.

    15. olderlifter99 on

      I was solely in s&p500 and sold it all last week. Its now in cash. No idea yet where to put it.

    16. bipolarbear326 on

      Gee, who’s fault is that? If only there was a way this could have been prevented.

    18. Thenderick on

      Good. Let them fear for the consequences of putting that orange monkey into office!

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