Story perspectives

Fund Managers Warn: US Exceptionalism at a Crossroads

4/20/2025

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Summary

Story summary

Nearly 75% of fund managers believe US exceptionalism has peaked, according to a Bank of America survey.
Fund managers are increasingly selling US equities amid Trump's tariff war and global economic uncertainty.
Historical challenges to US dominance, like Japan's rise in the 1980s, are being revisited.
Concerns rise over US tech giants' AI advantages following China's release of the DeepSeek tool.
Since 2012, US stock earnings increased by 145%, outpacing European and UK markets at 37% and 30%.

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Story summary

Nearly 75% of fund managers believe US exceptionalism has peaked, according to a Bank of America survey.
Fund managers are increasingly selling US equities amid Trump's tariff war and global economic uncertainty.
Historical challenges to US dominance, like Japan's rise in the 1980s, are being revisited.
Concerns rise over US tech giants' AI advantages following China's release of the DeepSeek tool.
Since 2012, US stock earnings increased by 145%, outpacing European and UK markets at 37% and 30%.