While the shift in tone from Trump and Treasury Secretary Bessent is encouraging, I’m still cautious about betting on a sustained U.S. market rebound. Relief rallies are typical in bear markets and often precede further downside. With lingering Fed uncertainty and fading fiscal support, I’d stick to selective U.S. exposure, focusing on quality names with strong fundamentals.
Emerging markets look increasingly attractive, especially as the dollar weakens. Latin America offers compelling real yields — Brazil’s inflation-linked bonds at 8% stand out. Meanwhile, Asia-Pacific tech is trading at much lower valuations than U.S. mega-cap tech, offering both recovery potential and growth.
Right now, I’m leaning more toward emerging markets than chasing a U.S. rally. The global shift from U.S. dominance to broader stimulus-led growth may take time, but I’d rather be early in positioning for that rotation.
@Tiger_comments @TigerStars
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