EUROPE DUMPS EVERYTHING INTO US STOCKS. $SPY 49% OWNERSHIP.
European investors have poured a record $10.4 trillion into US stocks. This massive capital flight shows Europe is structurally repositioning towards the US market. Growth is stagnant, markets are fractured, and opportunities are limited at home. Pension funds and insurers are forced to seek returns abroad. This isn't just optimism. It's a desperate move for liquidity and scale. Europe is now underwriting the US market. This hyper-concentration makes Europe incredibly sensitive to US policy shifts and market volatility. A US crash now directly impacts European household wealth and pension funds. The financial ties are now tighter than ever. This is a seismic shift.
Disclaimer: This is not financial advice.