The “Sell America” Summer Is Here and Global Investors All Around Are Here For It…

It’s Memorial Day weekend, friends… the sacred American ritual where we honor fallen soldiers by blacking out in a Lowe’s parking lot, pounding 5% ABV seltzers, and panic-purchasing discount patio furniture like it’s going to win the war on inflation. The grills are lit, the flags are out, and the energy is proudly patriotic. ‘Merica, baby! But, nothing screams “I love this country” more like stuffing your face with undercooked hot dogs while the Treasury Department is out here trying to auction off government debt like it’s a friggin’ yard sale nobody showed up to.

(Source: Giphy) 

In short, while I may or may not be shotgunning a beer today, global investors are still quietly dumping Treasuries and whispering, “Not anymore, buddy.” Translation: Welcome to the “Sell America” summer. If you recall, the bond market just had a meltdown as the U.S. tried to sell $20 billion in 30-year debt and got curb-stomped by reality. Demand is weak, and yields have spiked over 5%. That’s not normal at all. 

Basically that kind of signal is a flashing neon sign that says “this country’s credit card is maxed, and the bartender won’t take exposure to the Magnificent Seven as payment.” Oh, and just to crank up the insanity here, especially after Moody’s bombshell and Trump’s 50% suggested tariffs on the EU… The European Central Bank, in return, issued a formal warning that U.S. tariff games are now a legitimate threat to global financial stability. Even they’re sick of the drama, and apparently so is everyone else. 

(Source: Business Insider) 

At JPMorgan’s Global Markets Conference, 700 investors from 45 countries were asked where they’re putting their chips. Only 17% picked U.S. equities as the best-performing asset class for 2025. Thirty-six percent picked Europe. The shift is happening. Not because anyone thinks Europe is sexy… it’s not. It’s just that they aren’t the black sheep of the global economy right now, and shocker… we are. 

Meanwhile, foreign reserve managers are dumping Treasuries left, right, and twice on Sunday, and Gold is back in the conversation as a legitimate alternative. In fact, JPMorgan says even a 0.5% shift of foreign U.S. assets into gold could shove the price to $6,000 by 2029. Bigly bet against the dollar, wouldn’t you say? 

(Source: Giphy) 

Simply put, short-term volatility has been yeeted out the window. This is a narrative collapse happening right before our eyes. For decades, the U.S. has sold itself as the least dysfunctional place to invest. Now the messaging is: we’re broke, we’re loud, and we’re threatening to blow up the global economy if we don’t get our way. Investors across the world are done pretending this is fine.

Meaning, “Sell America” isn’t a contrarian trade or line of thinking anymore. It’s alive and real. And unless something changes… Lawd please help us… the market is going to keep walking out the door. So as you go about your weekend, relaxing, and enjoying your time off… here’s the #1 soundbite that’ll make you sound like the smartest person on the party boat: The country’s on sale, and nobody is buying. Fun times. Until next time, friends… 

P.S. Some fat cat executive sold $9.4 million of their company's stock this week… a company, mind you, that’s single-handedly responsible for your kid’s sugar rush before 8 a.m. Curious to see why? Click here to join Stocks.News premium and get these insider transactions delivered to you on a silver platter. 

Stocks.News does not hold positions in companies mentioned in the article.