Investors are rapidly shifting away from US stocks toward other global assets as recession fears grow and confidence in US market dominance fades.
Monday saw a $1.1 trillion selloff in the Nasdaq 100, with traders moving toward precious metals, Chinese stocks, the yen, euro, and government bonds as safe havens.
Gold and silver have attracted particular interest as traditional hedges against both inflation and economic uncertainty. This market rotation comes as a surprising consequence of President Trump’s “America First” policies, which have ironically triggered capital outflows from US assets.
Major investment firms including Citigroup, Morgan Stanley, and T. Rowe Price are now recommending increased exposure to Chinese, Southeast Asian, and European markets, along with strategic allocations to precious metals.