In 2025, Wall Street investors are shifting capital to international markets following recent changes in U.S. policies and unpredictable tariffs proposed by the Trump administration.
Major Banks Retreat from U.S. Assets
Citigroup, Bank of America, HSBC, and BCA lower their U.S. stock outlooks. Citigroup downgraded its U.S. stock rating from overweight to neutral.
Germany and China Markets Surge Amid Trump Policies
Investors pay attention to Germany and China. In 2025, the DAX index climbed over 15% following increased government spending on infrastructure and defense.
Analysts Warn About Global Economic Prospects
Analyst Katie Stockton believes international markets could outperform the U.S. this year. Dario Perkins from TS Lombard raises the question of whether the U.S. market has become uninvestable.
Decisions by the Trump administration are causing global capital movement, and investors are increasingly looking to international markets as safer investment routes, showing that the current situation is not a short-term trend.
