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🌐 Global Money U-Turn: Investors Flee U.S. for AI & Rate Hype
Pulse of the market
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Big money flows reversed course today as institutional investors shifted capital away from the U.S. and back into Europe & Asia.
The trigger? A mix of AI euphoria and speculation about future rate cuts, but also nerves that valuations have gotten too hot.
Long trades in “rest-of-the-world” assets are being trimmed. Meanwhile, eyes remain glued on central banks in the coming sessions for cues.
