The US will not face an anti-American trade movement or comeuppance on the international stage in the near term, because the US holds structural advantages (capital markets, military, political stability) that make it the default destination for global capital seeking safety and growth, regardless of valuations.

forecastpending

Speaker

Dave Nod

Evidence Quote

is there an anti-American trade here? I just don't actually see one

Source

The Market That Won’t Break | Why Risk Doesn’t Matter (Yet)Excess Returns
Created: 8/11/2026, 6:28:13 AM

My Notes

Loading notes...