🔗 This Isn’t a Panic. It’s a Pivot.

Foreign capital is sprinting out of stocks and into safety. Gold is leading, the dollar is slipping, and the market is flashing a message too big to ignore.

When fear shows up, it doesn’t knock. It kicks the door in.

In just five days, foreign investors sold $6.5 billion in U.S. stocks. Not because of earnings. Not because of valuations. Because of uncertainty—tariffs, headlines, and a shifting global order.

At the same time, $18.8 billion poured into Treasuries, the largest weekly inflow on record. Safety over growth. Cash over conviction.

A record $15.9 billion left high-yield bonds. Another $21.3 billion left active equity funds.