We also tipped the European 'recovery' trade way back in December, ahead of Trump's inauguration. Folk are quietly scrambling to buy things that just aren't, well, American.
https://www.reuters.com/markets/europe/laggard-european-markets-may-be-2025s-top-recovery-trade-2024-12-16/
https://www.reuters.com/markets/europe/laggard-european-markets-may-be-2025s-top-recovery-trade-2024-12-16/
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https://www.reuters.com/markets/us/investors-circle-trump-trades-global-market-victims-2024-11-15/
https://www.reuters.com/markets/rates-bonds/how-bond-vigilantes-could-check-trumps-power-2025-01-16/