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Phil Rosen highlights that foreign investors are steadily increasing their purchases of U.S. stocks, countering the 'Sell America' narrative. He points out that the trend of strong demand has persisted since U.S. President Donald Trump first announced tariffs, with U.S. asset prices continuing to hit record highs.
He mentions that analysis from another market observer further explains these ongoing developments.
Phil Rosen has recently highlighted the equal-weight S&P 500 reaching record highs, trading nearly 7% above its 200-day moving average. He also reported on Teradyne's 83% surge this year, driven by growth in AI and robotics revenue. These observations add context to ongoing strength in U.S. asset prices.