Nordic funds say U.S. policy volatility and debt concerns are lifting the risk premium on American assets but that investment moves are not politically driven.
The commerce secretary predicted U.S. economic growth topping 5 percent in the first quarter, projecting significantly higher GDP if the Fed lowers rates.
The Treasury secretary said Washington is racing to reshore semiconductors and critical minerals to counteract China’s leverage over key supply chains.
While the geopolitical risks are troubling in the short term, investors remain bullish on stocks and expectations for economic growth & strong earnings in 2026.
Nordic funds say U.S. policy volatility and debt concerns are lifting the risk premium on American assets but that investment moves are not politically driven.
The commerce secretary predicted U.S. economic growth topping 5 percent in the first quarter, projecting significantly higher GDP if the Fed lowers rates.
The Treasury secretary said Washington is racing to reshore semiconductors and critical minerals to counteract China’s leverage over key supply chains.
While the geopolitical risks are troubling in the short term, investors remain bullish on stocks and expectations for economic growth & strong earnings in 2026.