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Investors shifting focus from US to global markets

Investors shift focus from US markets as Europe and China emerge stronger amid US trade war and economic uncertainty.

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Investors shift focus from US markets as Europe and China emerge stronger amid US trade war and economic uncertainty.

In Short

Global investment patterns are shifting away from the U.S. due to trade tensions and China’s tech rise, with European stocks outperforming. Although some still see the U.S. dollar as appealing, investor confidence is declining as the U.S. economy slows and tariffs affect market performance.

Recent developments indicate a significant shift in global investment patterns, distancing from the United States.

A global trade war, a proposed €1.2 trillion fiscal package from Europe, and China’s increasing dominance in tech are influencing investor decisions.

China has initiated further stimulus measures to mitigate the impacts of escalating trade tensions with the U.S. Concurrently, Germany’s potential new government is undertaking major fiscal policy reforms.

Economic indicators show a slowdown in the U.S., with sentiments deteriorating due to new tariffs implemented, which are affecting both domestic and global confidence.

Historically, the U.S. has been viewed as a stable investment destination, but sentiments are changing, leading to divergences in stock market performances. The S&P 500 is down 1.8% this year, while European stocks are up nearly 9%.

The euro has strengthened against the dollar, and investor confidence in the U.S. dollar has waned significantly since President Trump’s inauguration.

While European stocks gain traction, concerns around U.S. tariffs are beginning to manifest in the performance of U.S. banks, which have lost value compared to their European counterparts.

Amidst these changes, some investors believe the dollar will maintain its appeal due to the resilience of the U.S. economy and higher interest rates, although a tactical shift in investment focus appears to be underway.

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U.S. – India trade deal cuts tariffs and reshapes global energy flows

US cuts tariffs on Indian goods to 18%; India reduces Russian oil imports and enhances US energy purchases.

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US cuts tariffs on Indian goods to 18%; India reduces Russian oil imports and enhances US energy purchases.

The United States has reduced tariffs on Indian goods to 18 percent following a landmark trade agreement. This move comes after months of trade tensions between the two nations and is seen as a major win for India’s economy.

Under the deal, India will end its purchases of Russian oil while increasing imports of U.S. energy and other products. Prime Minister Narendra Modi praised the agreement, saying it will strengthen India’s economic growth and global trade relationships.

Following the announcement, U.S.-listed shares of major Indian companies have seen positive movement, signalling investor confidence in the trade deal.

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Iran orders nuclear talks with the U.S. as tensions rise at home and abroad

Iran seeks nuclear talks with the U.S. in Turkey, amid concerns over missiles, uranium, and domestic unrest.

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Iran seeks nuclear talks with the U.S. in Turkey, amid concerns over missiles, uranium, and domestic unrest.

Iran’s President has ordered the resumption of nuclear negotiations with the United States, with talks expected to take place in Turkey in the coming weeks.

Iran’s Foreign Ministry says regional countries will help facilitate the discussions, signalling a renewed diplomatic push after years of stalled engagement and rising tensions.

Despite the move, officials warn the talks won’t be easy, with deep disagreements still unresolved on both sides.


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Trump responds as Kristi Noem mandates body cameras for federal officers in Minneapolis

Trump advocates body cameras for police to prevent false claims; Noem mandates all federal officers in Minneapolis to wear them.

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Trump advocates body cameras for police to prevent false claims; Noem mandates all federal officers in Minneapolis to wear them.


Homeland Security Secretary Kristi Noem has ordered body cameras for all federal agents in Minneapolis following public outrage over the deaths of two U.S. citizens at the hands of immigration officers. Donald Trump says body cameras help prevent false claims against police.

The policy change comes as videos and eyewitness accounts have challenged official narratives and fuelled demands for transparency and reform.


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