Stocks: ‘Dedollarization’ is dead-investors discount Trump's drama as they pile into U.S. assets
Fortune • • business
Key Points:
- The U.S. Treasury International Capital Data for November showed net foreign inflows into U.S. assets at $212 billion, with a rolling 12-month average of around $100 billion per month, indicating strong foreign investment compared to $25 billion in summer 2024.
- Ark Invest’s Cathie Wood revised her “rolling recession” theory, suggesting the U.S. economy is poised for a strong rebound in the coming years, supported by the 45% gain in her ARK Innovation ETF over the past year.
- Wedbush analyst Dan Ives forecasted a robust Q4 earnings season for tech stocks, driven by strong AI enterprise demand from major companies like Microsoft, Alphabet, and Amazon, with expected significant capital expenditure growth through
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