The American economy in the red, should you sell everything?

The American clues win at the start of the year, sowing doubt among investors. Should you sell your ETFs and shares or, on the contrary, see in this correction an opportunity to purchase? © Capital/Freepik – Has the time come to let go of American actions? Save save Receive Panic Bourse alerts on board for ETF holders and American shares.

Since the beginning of the year, the indices across the Atlantic have been in full shipment: -2.44% for S&P 500 and -2.40% for the Nasdaq, only the Dow Jones (the 30 largest capitalizations in the country) is slightly leaving the head of the water (+0.29%). Problem: it is of course these indices and the values ​​that make them that French investors are mainly taken on, if we believe the figures revealed on March 3 by the REPUBLIC Trade savings platform, which has a million customers in France. Application has indeed identified the 10 ETFs (or “trackers”) and the most popular actions among its users having opted for a savings plan- Automatic and regular investment plan. On the ETF side, we find the S&P 500 worded in the dollar in the lead, then four other American indices or sub-indexes (such as the S&P 500 limited to information technologies), as well as two ETFs “MSCI World” which reply the performance of the largest global companies, and are therefore largely made up of American values. Regarding actions, only Totalenergies and LVMH Moët Hennessy stand out from a classification dominated by the US titles (Nvidia, Apple and Amazon in mind). Tumbled after two years of two -digit performance said, for investors, it is the cold shower, after two years of performance at the zenith: +44% in 2023 then +25% in 2024, for example, for the NASDAQ. From so high valuation levels “that it was logical that we are oriented this year towards a correction, the clues needed a break,” said Antoine Andreani, research manager at XTB France. And the trigger for this correction came from China: “The arrival of Chinese AI Deepseek weakened the American values ​​linked to the AI ​​which had been carrying the clues for two years. The problem is that these values ​​represented a third of the performance of the American clues, so when they let go, all the clues drop, “analyzes Alexandre Hezez, strategist of the Richelieu group. Read also: ETF: How to choose the best to invest in 2025? Our portfolio advice this without forgetting the fears aroused by the return of Donald Trump to the White House, in matters of inflation, employment, or even consumption: “Since the inauguration of Trump, the markets have also become aware of the threat that customs duties weigh on American growth”, raises Claudia Panseri, director of investments at UBS France. Hence the question raised by the red flags which flash dangerously in your trading app or your securities account: should you leave the American ship and sell your positions? The time is rather for the contrary investment, according to our experts, the moment is rather conducive to the continuation of your investments, even to board if it is not yet done. “The investment scenario will be more complicated than in 2024, but it does not prevent any correction of the American market is always an opportunity to enter, the annual long -term performance is always around 10%,” recalls Claudia Panseri. Indeed, according to Bloomberg data, over the last 20 years, for example, the S&P 500 has an average annual return of 9.88%, despite events such as the Subprimes crisis or that of the COVVI-19. >> Buy and sell your stocks on the right time thanks to Momentum, the premium capital investment letter based on technical, economical and financial analysis, which has done better than its launch. If you opt for the annual subscription, 5 months are offered. In other words, statistics argue for you to stay invested. Not to mention that placing your capital at the time when the courses retreat multiplies your chances of achieving a capital gain when they bounce back. And this could happen this year: “On the second part of the year, the impact of Trump’s tax reforms could for example have a positive impact on consumption,” said Alexandre Hezez. According to the scenario acclaimed by our experts, the first drop in guiding rates of the American Federal Reserve (Fed) should also take place in July, and give a “boost” to the equity markets. Finally, even the emergence of Deepseek, which triggered the current lower cycle, could ultimately be favorable to American technological values: “Admittedly Deepseek opened a debate on the profitability of NASDAQ companies, but it will actually accelerate the AI ​​adoption process, by making it possible to lower the price of these solutions, and to increase sales volumes. Thus, we expect the AI ​​adoption rate, currently 6% in the United States, reaching 10% this year, ”points out Claudia Panseri. Receive our latest news each week, the flagship items to support your personal finances. (tagstotranslate) Stock Exchange

Credit-Read More

// Function to fetch the latest posts
function fetchLatestPosts() {
const feedUrl = ‘https://newskiosk.pro/feed/’; // Replace with your blog’s RSS feed URL
fetch(feedUrl)
.then(response => response.text())
.then(str => new window.DOMParser().parseFromString(str, “text/xml”))
.then(data => {
const items = Array.from(data.querySelectorAll(“item”));
const latestPostsContainer = document.getElementById(“latest-posts”);
latestPostsContainer.innerHTML = ”; // Clear previous posts

// Shuffle the items array
const shuffledItems = items.sort(() => Math.random() – 0.5);

// Select the first 5 items from the shuffled array
const selectedItems = shuffledItems.slice(0, 5);

// Loop through the selected items and display them
selectedItems.forEach(post => {
const link = post.querySelector(“link”).textContent;
const description = post.querySelector(“description”).textContent;

// Create a new post element
const postElement = document.createElement(“div”);
postElement.classList.add(“latest-post”);
postElement.innerHTML = `

${description} Read more

`;

// Append the new post element to the container
latestPostsContainer.appendChild(postElement);
});
})
.catch(error => console.error(‘Error fetching the latest posts:’, error));
}

// Call the function to fetch and display the latest posts
fetchLatestPosts();