\nDe decenii, Statele Unite sunt con\u00adsiderate un loc sigur pentru inves\u00adti\u0163ii, \u00eens\u0103 \u00een ultima vreme aceast\u0103 credin\u0163\u0103 a fost zdruncinat\u0103 de asaltul tarifar lansat de pre\u015fedintele Donald Trump. Volatilitatea creat\u0103 de acesta \u00eei \u00eempinge acum pe mul\u0163i investitori s\u0103 v\u00e2nd\u0103 mai multe categorii de ac\u00adti\u00adve americane \u015fi s\u0103-\u015fi direc\u0163ioneze banii c\u0103tre pie\u0163e mai stabile, o strategie cu\u00adnos\u00adcut\u0103 acum drept \u201eSell America\u201c.<\/p>\n
\n\u00ce\u015fi pierd investitorii \u00eencrederea \u00een America \u015fi implicit \u00een dolarul ame\u00adrican? Moneda este prins\u0103 \u00een aceast\u0103 tendin\u0163\u0103, depreciindu-se cu peste 9% \u00een acest an. Iar anali\u015ftii cred c\u0103 declinul va continua. <\/p>\n
\nPeter Dragicevich, strateg la Cor\u00adpay, spune c\u0103 \u00eencrederea investi\u00adto\u00adrilor \u00een SUA a fost zdruncinat\u0103, potrivit The Guardian. \u201eNu este o pierdere com\u00adplet\u0103 de \u00eencredere, ci o sl\u0103bire a aces\u00adteia din cauza politicii SUA\u201c. Declinul dolarului a dus la aprecierea altor mo\u00adnede \u00een raport cu acesta. <\/p>\n
\nEuro a per\u00adformat puternic peste dolar \u00een ultima lun\u0103, \u00een ceea ce ar putea fi interpretat drept un vot de ne\u00eencredere \u00een eco\u00adnomia american\u0103. \u015ei rubla ruseasc\u0103 s-a apreciat cu 40% \u00een raport cu dolarul american de la \u00eenceputul anului. <\/p>\n
\nCu c\u00e2teva excep\u0163ii, un dolar mai slab este o u\u015furare pentru guverne \u015fi b\u0103nci centrale din \u00eentreaga lume, sus\u00ad\u0163in anali\u015ftii, potrivit CNBC. Cu multe \u0163\u0103ri cu pie\u0163e emergente av\u00e2nd datorii mari \u00een dolari, un dolar mai slab le mic\u015foreaz\u0103 povara aces\u00adtor datorii. \u00cen plus, un dolar mai slab \u015fi o moned\u0103 local\u0103 mai puternic\u0103 tind s\u0103 fac\u0103 im\u00adporturile relativ mai ieftine, sc\u0103\u00adz\u00e2nd infla\u0163ia \u015fi oferind b\u0103ncilor cen\u00adtrale spa\u0163iu pentru reducerea do\u00adb\u00e2nzilor pentru impulsionarea cre\u015fterii.<\/p>\n
\nTotu\u015fi, \u00een timp ce o moned\u0103 local\u0103 mai puternic\u0103 poate ajuta la \u00eembl\u00e2nzirea infla\u0163iei via importuri mai ieftine, aceasta erodeaz\u0103 competitivitatea la export. <\/p>\n
\nVa l\u0103sa Sell America SUA mai s\u0103rac\u0103? Companii tech chineze vizeaz\u0103 \u00een continuare list\u0103ri pe pie\u0163ele americane \u00een pofida turbulen\u0163elor, iar companii din Europa \u00eenc\u0103 aduc bani \u015fi fabrici \u00een SUA.<\/p>\n
\nBeijing Smart Walnut Education Technology este una dintr-o serie de firme chineze care analizeaz\u0103 posibile IPO-uri \u00een SUA \u00een ciuda escalad\u0103rii tensiunilor dintre Washington \u015fi Beijing, surse familiare cu situa\u0163ia au declarat pentru Bloomberg. <\/p>\n
\nDin Europa, VW inten\u0163ioneaz\u0103 s\u0103-\u015fi mute o parte din produc\u0163ia Audi \u00een SUA. Roche a anun\u0163at recent o investi\u0163ie de 50 miliarde de dolari \u00een America, ce va crea peste 12.000 de noi locuri de munc\u0103 \u00een urm\u0103torii cinci ani, scrie Portfolio. <\/p>\n
\nDe asemenea, LVMH, Novartis \u015fi Mercedes \u015fi-au anun\u0163at inten\u0163ii similare de relocare par\u0163ial\u0103 sau \u00een totalitate a activit\u0103\u0163ii pe sol american, conform La Tribune. <\/p>\n
\nPe de alt\u0103 parte, Sell America \u00eenseamn\u0103 de ceva vreme Buy German. Cre\u015fterea simultan\u0103 a euro \u015fi bundurilor germane din aceast\u0103 lun\u0103 sugereaz\u0103 un exod al capitalului c\u0103tre titlurile de referin\u0163\u0103 ale zonei euro v\u0103zute drept refugiu \u00een fa\u0163a turbulen\u0163elor iscate de r\u0103zboiul comercial, spun investitorii, noteaz\u0103 Financial Times.<\/p>\n
\n\u00cens\u0103 obstacole semnificative r\u0103m\u00e2n pentru ca acestea s\u0103 \u00eenlocuiasc\u0103 titlurile americane de trezorerie ca activ de refugiu preferat la nivel global.<\/p>\n","protected":false},"excerpt":{"rendered":"
De decenii, Statele Unite sunt con\u00adsiderate un loc sigur pentru inves\u00adti\u0163ii, \u00eens\u0103 \u00een ultima vreme aceast\u0103 credin\u0163\u0103 a fost zdruncinat\u0103 de asaltul tarifar lansat de pre\u015fedintele Donald Trump. <\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[5828,50882,930,7633,16803],"class_list":["post-235908","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-america","tag-dolarul","tag-euro","tag-investitori","tag-rubla"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/235908","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=235908"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/235908\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=235908"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=235908"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=235908"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}