- US future rose this morning in early trade as S&P 500 increased 2% on Thursday. This is beautiful, but the broadest global markets have spoken out loud and clear since President Trump’s “Eration Liberation Day” on trade fees: most Asian markets have performed better than Western ones. Some, like Japan’s Topix, are even in the positive territory.
Japan’s Topix has been in a positive territory for the last six months, with 0.37% with an increase in the period. It is an example of a global tendency in net capital markets: Asian indices are performing much better than the major US markets. India’s NIFTY 50 is within a percentage point to go positive for the same time period.
However, the S&P 500 of the US remains 6% during that period, withdrew under water from the decreasing value of the Trump administration for free trade.
Another example: over the past 30 days, Nifty 50 increased 1.7%; S&P lowered 5% in the same period.
In the past 24 hours, however, there have been fresh signs of life at the S&P 500, Dow and Nasdaq were all at least 1% in the closure of markets Thursday as investors continue to hope that the Trump administration will soften its trading agenda.
Strong profits, especially from Google, American Airlines, Southwest and Hasbro, also helped run profits. The good vibs continued in Asia and Europe this morning, and the future of the US was also in green.
Here is a picture of today’s action:
- S&P 500 increased 2%, marking a third right day of profits. (Reality Control: Still still below 6.75% YTD.)
- Nasdaq composition had increased 2.74%.
- Parantir It had grown nearly 7%.
- The future of the US Contracts for S&P increased 0.49% this morning, premature bell.
- In Japan, Nikkei 225 had increased 1.9% this morning.
- Hong kong hang seng increased 0.3%.
- PORCELAINThe main indices were flat/mixed.
- Stoxx Europe 600 increased by 0.35% in early trading.
- Ftse 100 in the UK It was marginally positive this morning, with 0.15% in early trading.
How harmful was the flight of capital from the US markets?
Goldman Sachs placed a number in that in a note to clients in “Foreign Investors Flight from US Assets”, sent yesterday by analyst Daniel Chavez and his team: “This dynamics poses a significant risk to capital estimates because foreign investors entered 2025 with a record of 18% of the US. have generally continued to buy American actions. “
There is no mystery as to why investors have moved their money to the East: it’s Trump. In a typical arc note for clients this morning, UBS Global Property Management Chief Paul Donovan wrote: “China said he was not negotiating with SH.BA on trade. US President Trump waited for SH.BA was talking to someone (they are talking to is a secret, apparently).
This story was originally presented to Fortune.com
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