DeepSeek ‘Shot a Hole in the Heart of U.S. Exceptionalism’; Exodus to International Equities

Jay Pelosky is paying more attention to the “market reaction to the news” than the news itself. “We’re in the early stages of a move out of U.S. equities,” facilitated by dollar weakness, into international equities, he argues. He thinks DeepSeek “shot a hole in the heart of U.S. exceptionalism,” and Trump’s policies have “called into question” U.S. economic growth.

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