Global Investors Flee US Stocks as Market Correction Deepens
A record sell-off of US equities reflects fears of stagflation, recession, and policy uncertainty, while European markets surge on Germany's investment push.
- US stocks have entered a 10% correction, with the S&P 500 dropping sharply from its peak late last year.
- Global fund managers reduced their US equity holdings at a record pace, with allocations now at their lowest level since June 2023.
- Investor concerns center on stagflation, with 71% predicting a combination of high inflation and slow growth within the next year.
- European stocks are experiencing their strongest start to a year since the mid-1980s, driven by Germany's rearmament and stimulus initiatives.
- The Trump administration has dismissed stock market declines and reaffirmed plans to implement additional tariffs next month, despite growing fears of a global slowdown.
Business Insider 
The Times 
