Is Investor Sentiment Shifting Away from the U.S.?

[Always in His Presence]

The article which you're citing is from 3/21 - which was before "Liberation Day". So none of this even relates to the analysis which is in the OP.

Do you have anything of substance showing they are no longer investing trillions into the US?

 

[Always in His Presence]

"Broke ground" today == "started planning" back in the Biden administration.

I bolded and made red the quotes that address your accusation.

 

[Maria Billingsley]

I really think the Panicans are sounding the alarm again, and trying to make the markets plunge.​

The 10 year treasury yield had its largest weekly rise since 2001, and the dollar is devaluing at the same time... so what? When a patient gets out of surgery, they will be sick for a little while before they get better.​

If the president was a democrat, the media would be completely silent about this.

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Fed’s Kashkari says rising bond yields, falling dollar show investors are moving on from the U.S.​

Minneapolis Federal Reserve President Neel Kashkari said Friday that recent market trends show investors are moving away from the U.S. as the safest place to invest while President Donald Trump’s trade war escalates.​

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With Treasury yields rising and the U.S. dollar sagging against its global counterparts in recent days, the trends are running counter to what you might normally see, the central bank official said during a CNBC “Squawk Box” interview.​

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“Normally, when you see big tariff increases, I would have expected the dollar to go up. The fact that the dollar is going down at the same time, I think, lends some more credibility to the story of investor preferences shifting,” Kashkari said.​

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The 10-year Treasury yield has surged this week after Trump announced his intention to slap a 10% across-the-board tariff against U.S. trading partners and threatened to impose even harsher select levies before backing down Wednesday.​

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At the same time, the greenback has slumped more than 3% against a basket of global currencies, with moves potentially signifying a turn away from safe-haven U.S. assets.​

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“Investors around the world have viewed America as the best place to invest, and if that’s true, we will have a trade deficit. So now one of the ways that expresses itself is in lower yields across asset classes in America,” Kashkari said. “If the trade deficit is going to go down, it could be that investors are saying, OK, America no longer is the most attractive place in the world to invest, and then you would expect to see bond yields go up.”​

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"Panican"? Is this the opposite of Maga?

 

[iluvatar5150]

I bolded and made red the quotes that address your accusation.

25% over the Biden years is basically the same amount, adjusted for inflation. I’m glad Trump hasn’t torpedoed that, yet.

 

[Always in His Presence]

25% over the Biden years is basically the same amount, adjusted for inflation. I’m glad Trump hasn’t torpedoed that, yet.

That is some very interesting math - in less than 90 days! - wowsers!

 

[Richard T]

One of the issue with today’s conservatism is the use of clichés like “When a patient gets out of surgery, they will be sick for a little while before they get better” or “If I can run my household within the budget, why can’t the US government spend within its budget?”. The world economy is not equivalent to a cancer patient, nor is the US government similar to personal household finances. Comparing US government financial management to individual finance or equating US trade policy with medical conditions is misleading and demonstrates a lack of understanding of economic principles.

This type of argument has no relevance when discussing US trade policy.

What irritates me is when they say the tariffs are transitory. Sure some might be but they are saying too that the tariff revenue will help finance the tax cut extension. I remember too when they said inflation was transitory.

 

[iluvatar5150]

That is some very interesting math - in less than 90 days! - wowsers!

It gets less interesting once you read it and pay attention to the details:

$55 billion in the U.S. over the next four years. They say it represents a 25 percent increase in investment compared to the previous four years under President Joe Biden

It’s not $55b now vs $44b 90 days ago; it’s $55b over the next four years. That’s compared to $44b over the previous four years. ($44b + 25% = $55b)

Cumulative inflation over the last four years is about 20.7%. Adjusted for inflation, $44b four years ago has the same purchasing power as $53.1b today.

 

[Always in His Presence]

It gets less interesting once you read it and pay attention to the details:


It’s not $55b now vs $44b 90 days ago; it’s $55b over the next four years. That’s compared to $44b over the previous four years. ($44b + 25% = $55b)

Cumulative inflation over the last four years is about 20.7%. Adjusted for inflation, $44b four years ago has the same purchasing power as $53.1b today.

Like I said - interesting math - anything to prove Trump bad man. We listened to Barack Hussein Obama for seven years blame everything wrong on Bush and for things that Bush accomplished he took credit. Joe's groupies learned well and are doing the same IMHO

 

[Fantine]

We have facts on our side.

 

[iluvatar5150]

Like I said - interesting math - anything to prove Trump bad man. We listened to Barack Hussein Obama for seven years blame everything wrong on Bush and for things that Bush accomplished he took credit. Joe's groupies learned well and are doing the same IMHO

lol, says the guy ignoring math just to go on, once again, about how great Trump is.

Whatever helps you sleep at night, man.

 

[MarkSB]

Do you have anything of substance showing they are no longer investing trillions into the US?

I don't think you're understanding what's being presented in the OP. The video that is within the article that is linked in the OP is worth watching as well.

What's being talked about in the OP has nothing to do with businesses expanding their U.S. manufacturing operations. What's being discussed is that the U.S. bond market and the value of the dollar are showing some ominous signs. Here's an explanation from Motley Fool:

Generally, in times of market turmoil, Treasury yields fall as investors looking for a safe harbor bid prices up. That's because historically, U.S. Treasuries have been considered among the safest investments in the world -- a safe place to park when stocks are being sold off.​

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But not this time. This time, stock prices are falling but Treasury yields are rising.​

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Why?​

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As I write this on Wednesday, it isn't yet clear. Some analysts have suggested that hedge funds that own stocks on margin may be selling Treasuries (rather than stocks) to meet margin calls as those stock prices fall. Others have theorized that with so much uncertainty around the Trump administration's tariff plans, investors may simply want to be in cash.​

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But there's another possibility that's far more worrisome for U.S. investors: Treasuries could be on the verge of becoming a weapon in a global trade war.​

Are other countries weaponizing Treasuries amid Trump's trade war?​

Consider that the largest holders of U.S. Treasuries are the governments of Japan, China, and the United Kingdom. These are countries that the Trump administration has targeted with some of its highest tariff rates.​

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It's possible that one of those countries (or more) has already started selling down its holdings of U.S. Treasuries. It's also possible that investors fearing such moves could be fleeing all dollar-denominated investments, including Treasuries.​

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Either way, the traditional notion of Treasuries as the safest harbor in a market storm doesn't seem to be holding true in this Trump tariff hurricane; at least, not yet.​

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https://www.fool.com/investing/2025/04/09/read-this-before-you-jump-on-rising-treasury-yield/#:~:text=It%20isn't%20normal%20for,safe%20harbor%20bid%20prices%20up.​

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[MarkSB]

"Panican"? Is this the opposite of Maga?

It seems like a rather juvenile combination of "Panic" and either "American" or "Republican". Lol.

I love how the first tweet that he used it in provided an explanation of the word.

 

[GoldenBoy89]

It seems like a rather juvenile combination of "Panic" and either "American" or "Republican". Lol.

I love how the first tweet that he used it in provided an explanation of the word.

View attachment 363516

You know it’s been a bad couple weeks for Donald when that’s the best nickname he could come up with.

 

[Bradskii]

• Apple: Tech giant Apple announced a $500 billion investment.
• Nvidia: On Thursday, the White House announced that chipmaker Nvidia would invest hundreds of billions of dollars over the next four years in U.S.-based manufacturing operations.

From here: Nvidia Outlook Lowered On Slowing Data Center Builds

'Investment bank Citi on Friday lowered its forecast for U.S. data center builds and cut its price targets on AI chipmakers Nvidia (NVDA) and Marvell Technology (MRVL). Nvidia stock and Marvell both rose on Friday.

Citi now expects the top four U.S. cloud service providers to increase their data center capital expenditures by 35% in 2025 and 15% in 2026. It previously modeled growth of 40% in 2025 and 20% in 2026.

Our revised outlook reflects lower GDP (gross domestic product) expectations as well as our views on Microsoft spending plans and negative impacts to data center capex due to macro uncertainty," Citi analyst Atif Malik said in a client note.

The Trump administration tariffs are a major factor behind the reduced GDP and data center capex, he said.'

What this means is that previously slated increases in expenditure, which would have been budgeted during the last administration, have now been cut back. Due, as it says, to the Trump administration. So less money is being invested than previously determined. Note that this article was written yesterday.,

 

[Larniavc]

He fixes the economy,

No he hasn’t. By what measure is it fixed?

 

[rambot]

Multiple companies are still putting big money into the U.S. economy.

• Johnson & Johnson: On Friday, Johnson & Johnson announced manufacturing, research and development, and technology investments of more than $55 billion in the U.S. over the next four years. They say it represents a 25 percent increase in investment compared to the previous four years under President Joe Biden, crediting an increase in investment levels to the 2017 Tax Cuts & Jobs Act. Also on Friday, the company broke ground on a 500,000-square-foot biologics manufacturing facility in Wilson, North Carolina.
• SoftBank: On Monday, SoftBank CEO Masayoshi Son visited Trump at Mar-a-Lago and announced a $100 billion investment over the next four years with a promise to create 100,000 jobs focused on artificial intelligence and related infrastructure, according to CNBC.
• United Arab Emirates: After a meeting with Trump, the United Arab Emirates committed to a 10-year, $1.4 trillion agreement with the U.S. that will sustain existing investments in AI infrastructure, semiconductors, energy, and American manufacturing, according to Reuters.
• Taiwan Semiconductor Manufacturing Company: Semiconductor giant TSMC announced earlier this month in response to Trump's tariffs threat on foreign chips that it would invest another $100 billion into its U.S. operations. The anticipated new chip fabrication plants, two advanced packaging facilities, and a new research and design center will increase the company's total investment in Phoenix to $165 billion—the largest foreign direct investment in U.S. history.
• In January, Trump announced a $500 billion private investment in AI infrastructure led by OpenAI, Oracle and SoftBank.
• Apple: Tech giant Apple announced a $500 billion investment.
• Nvidia: On Thursday, the White House announced that chipmaker Nvidia would invest hundreds of billions of dollars over the next four years in U.S.-based manufacturing operations.

All that investment

Cuts food support for the elderly and poor children

 

[Always in His Presence]

From here: Nvidia Outlook Lowered On Slowing Data Center Builds

'Investment bank Citi on Friday lowered its forecast for U.S. data center builds and cut its price targets on AI chipmakers Nvidia (NVDA) and Marvell Technology (MRVL). Nvidia stock and Marvell both rose on Friday.

Citi now expects the top four U.S. cloud service providers to increase their data center capital expenditures by 35% in 2025 and 15% in 2026. It previously modeled growth of 40% in 2025 and 20% in 2026.

Our revised outlook reflects lower GDP (gross domestic product) expectations as well as our views on Microsoft spending plans and negative impacts to data center capex due to macro uncertainty," Citi analyst Atif Malik said in a client note.

The Trump administration tariffs are a major factor behind the reduced GDP and data center capex, he said.'

What this means is that previously slated increases in expenditure, which would have been budgeted during the last administration, have now been cut back. Due, as it says, to the Trump administration. So less money is being invested than previously determined. Note that this article was written yesterday.,

Oh. Citi bank forecast

Nothing from the actual investor

Here is where a link to the investor confirming, or a statement about my ability to understand is put in.

It’ll be interesting to see…

 

[FAITH-IN-HIM]

It seems like a rather juvenile combination of "Panic" and either "American" or "Republican". Lol.

I love how the first tweet that he used it in provided an explanation of the word.

View attachment 363516

Over the past 50 years, the United States' total net wealth grew from $14 trillion in 1980 to $139 trillion in 2024, representing an 892% increase, driven by free trade policies and globalization.

Will President Trump's policies result in even greater economic growth than the 892% we have seen over the past 50 years?

His tweet is just political rhetoric to please his supporters. The last three weeks have shown in markets worldwide, including the NY Stock Exchange, London, and Japan, that President Trump's trade policy is disastrous.

However, there will always be some Americans who are gullible and accept a tweet over seeing the stock market lose 5 trillion in net wealth.

 

[FAITH-IN-HIM]

Multiple companies are still putting big money into the U.S. economy.

• Johnson & Johnson: On Friday, Johnson & Johnson announced manufacturing, research and development, and technology investments of more than $55 billion in the U.S. over the next four years. They say it represents a 25 percent increase in investment compared to the previous four years under President Joe Biden, crediting an increase in investment levels to the 2017 Tax Cuts & Jobs Act. Also on Friday, the company broke ground on a 500,000-square-foot biologics manufacturing facility in Wilson, North Carolina.
• SoftBank: On Monday, SoftBank CEO Masayoshi Son visited Trump at Mar-a-Lago and announced a $100 billion investment over the next four years with a promise to create 100,000 jobs focused on artificial intelligence and related infrastructure, according to CNBC.
• United Arab Emirates: After a meeting with Trump, the United Arab Emirates committed to a 10-year, $1.4 trillion agreement with the U.S. that will sustain existing investments in AI infrastructure, semiconductors, energy, and American manufacturing, according to Reuters.
• Taiwan Semiconductor Manufacturing Company: Semiconductor giant TSMC announced earlier this month in response to Trump's tariffs threat on foreign chips that it would invest another $100 billion into its U.S. operations. The anticipated new chip fabrication plants, two advanced packaging facilities, and a new research and design center will increase the company's total investment in Phoenix to $165 billion—the largest foreign direct investment in U.S. history.
• In January, Trump announced a $500 billion private investment in AI infrastructure led by OpenAI, Oracle and SoftBank.
• Apple: Tech giant Apple announced a $500 billion investment.
• Nvidia: On Thursday, the White House announced that chipmaker Nvidia would invest hundreds of billions of dollars over the next four years in U.S.-based manufacturing operations.

This is good news for America, as it will create well-paying jobs and additional economic opportunities for small businesses. Thanks to President Trump.

Based on the available information, I would advise caution regarding some of these announcements. While I have not reviewed all the investment news, the claim that Apple will invest $500 billion over four years caught my attention. It seems improbable to invest such a large sum within such a timeframe unless Apple intends to hand out dollar to pedestrian and call it investment.

I looked up some announcements from Apple and discovered that they have been announcing investing in America since 2018. Apple engaged in business politics to please President Trump in 2018, President Biden in 2021, and now again to please President Trump. The previous announcement from Apple did not come to fruition, and furthermore, the ongoing project in North Carolina has been halted.

Apple accelerates US investment and job creation

Contributions will exceed $350 billion over five years, adding US jobs, investments in domestic suppliers and fueling the App Store economy.

www.apple.com

Apple commits $430 billion in US investments over five years

Apple today announced an acceleration of its US investments, with plans to add 20,000 jobs across the country over the next five years.

www.apple.com

https://www.newsobserver.com/news/business/article289501560.html

 

[Bradskii]

Oh. Citi bank forecast

Nothing from the actual investor

Here is where a link to the investor confirming, or a statement about my ability to understand is put in.

It’ll be interesting to see…

These are forecasts. From experts. I'm sure if they said something with which you agreed then you'd be fine with it.