Tariffs Could Accelerate Shift Away From U.S. Equities -- Market Talk

Dow Jones04-02

1516 GMT - Trump's tariff policies have pressured U.S. equities as non-U.S. investors pull out, which could mark a "long-lasting turnaround in financial markets," French asset manager Ostrum says in a note. "Non-U.S. investors had bought the idea that a Trump win would mean a pro-business environment, pouring hundreds of billions into U.S. markets late last year," it says. These inflows are now reversing as tariff fears grow. The biggest losers are the 'Magnificent Seven' U.S. stocks of Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia and Tesla. Beyond these "megacap" stocks, nearly half of Russell 2000 companies is loss-making, Ostrum says. "U.S. exceptionalism seems to rely on a very narrow set of companies that are now under pressure." (jessica.fleetham@wsj.com)

(END) Dow Jones Newswires

April 02, 2025 11:16 ET (15:16 GMT)

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