Investors run out of stocks from the US because the pricing risks

How to stay forward against inflation, market volatility

Investors save stocks from the US – long time.

A new poll conducted by Bank of America shows that global fund managers move from internal companies in what analysts from the financial giant describe as “the biggest decrease in US own capital.” The reason: increasing pessimism in terms of the country’s economic prospects, because the Trump administration beats the drum for a commercial war with Canada, Mexico, China and other countries.

“The maximum exceptionalism of the US is reflected in the record rotation in American stocks,” analysts wrote in a report. Instead, investors with a dark US stock vision are going more and more in cash, Buying gold And investing in other parts of the world, including in the euro area, Bofa found.

After a two-day return, the leaders on the market stopped on Tuesday. In the morning trade, S&P 500 decreased by 53 points, or 0.9%, to 5,622; The Dow Jones industrial average decreased by 236 points, or 0.6%, and the NASDAQ composite decreased 289 points, or 1.6%.

A major shadow on financial markets is the prospect of new steep American rates on key merchants scheduled to enter into force on April 2.

“The size, speed and width of hiking ads in the US are amazing,” said Brian Coulton, chief economist with Fitch Raits, in one E -mail.

Organization for Cooperation and Economic Development Monday demoted Its forecast for the US and global growth, citing the risk of escalating commercial disputes.

According to analysts, an accentuated reality is established for investors. President Trump’s aggressive rhetoric about trade is not simply a posture issue to obtain a negotiation effect with other countries; Rather, it is perfectly willing to let the rates fly as part of a long -term strategy to develop key industries and encourage internal investments.

If this strategy finally pays to see. For now, however, investors pick up their guard.

“A lot of articles have appeared in the last two sessions that suggest that the White House is working on improving its” messenger “in economic policies/tariffs and is great, but investors should not be cheated on what comes: the commercial/tariff is a seismic change and, even if it will be seen that this will pay in time, the HEAD, the HEAD The analysis on the market will be seen, while it is time and environment, it will be necessary.

To be sure, such a disturbance could strengthen the stocks if Mr. Trump would reverse the course of the rates that will be implemented next month. And despite the growing concerns that such commercial measures could reverse the economy in a recession, the bofa survey shows that only 11% of fund managers expect a heavy landing.