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Opinion: The ‘sell America’ trade is back — but it never really left - MarketWatch

1. The 'sell America' trade is likely to escalate. 2. Market optimism over tariff reductions contrasts with recession risks. 3. International confidence in U.S. assets is waning, affecting the dollar. 4. Technological advances may buffer economic damage from tariffs. 5. Diversification and sector allocation are crucial for investors.

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FAQ

Why Bearish?

The potential decline in international investment and increased yield pressures suggest a bearish outlook, reminiscent of past periods where uncertainty in U.S. governance led to dollar depreciation.

How important is it?

The analysis and implications for international investment are significant as they highlight potential long-term declines in U.S. dollar value.

Why Long Term?

The erosion of trust in U.S. economic stability will likely take time to impact DX00 significantly, potentially lasting years.

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