“Sell America” – Inside the Global Shift Away from U.S. Assets

Now available as a podcast on YouTube.

“Sell America” – Is the World Losing Confidence in the U.S. Economy?

In this Deep Dive, CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, analyze the data behind this narrative and what it could mean for portfolios. They discuss:

• The shift from American exceptionalism to skepticism
• The history of U.S. treasuries and the U.S. dollar as safe havens amid market chaos
• Whether it’s time to re-evaluate portfolio strategies

Watch the full breakdown to understand what this means to investors moving forward.

And if you missed this month’s Outlook, watch it here.