So long, American exceptionalism
For the first time, investors are talking about ‘US risk’
Related reading
US exceptionalism in markets is diminished — but far from dead
If weakness emerges in American assets, it will show up more in the dollar, not stocks.
The rise of America’s intangible economy
Investments in non-physical assets demystify the US stock market’s performance
The US decoupling from the global gloom has limits
Total economic and financial insulation is an impossibility
Any tidal shift of investors away from the US will take time
Despite a stock rally, it is still unwise to assume the view of investors of America is not changing
When dependence on America becomes a vulnerability
Allies have learnt that partnership with Trump’s US can endanger them
Don’t be fooled — everything has changed for the global economy
Damage caused by US tariffs has so far been muted but that won’t last