Tariff war breaks out, is the US stock market suffering?
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Soochow Securities Co., Ltd. pointed out that since 2020, overseas funds have accelerated their holdings of U.S. assets, especially U.S. stocks, with an expected increase of USD 7.8 trillion from 2021 to 2024. The holdings of Central and Eastern Europe, Mexico, and Canada account for over 43%, with an increase of USD 3.5 trillion in these four economies, leading to increased liquidity risks. Comprehensive friction is detrimental to the U.S. economy and market, and net capital outflows will have serious impacts
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