格陵兰岛争端升级，全球抛售美国资产

Core Viewpoint - The article discusses the escalating tensions between the U.S. and Europe, particularly in light of President Trump's insistence on acquiring Greenland and the potential for retaliatory trade measures from the EU, which could impact U.S. assets and markets [3][4][6]. Group 1: U.S.-Europe Relations - President Trump emphasized the need for U.S. control over Greenland, heightening transatlantic tensions [3][4]. - Trump threatened to impose tariffs on French wine and champagne, citing France's reluctance to join his proposed "peace committee" [4][19]. - The EU is considering retaliatory measures, including tariffs on $93 billion worth of U.S. goods and the use of the Anti-Coercion Instrument (ACI) [4][6][15]. Group 2: Market Reactions - The market is experiencing a "sell America" trend, with declines in U.S. stocks, bonds, and the dollar [7][9]. - The VIX index, which measures market volatility, has surged to its highest level since November [8][17]. - Major U.S. stock indices saw significant declines, with the S&P 500 and Nasdaq entering negative territory for 2026 [9][17]. Group 3: Investment Sentiment - Danish pension fund AkademikerPension plans to sell U.S. Treasury bonds due to concerns over credit risk stemming from Trump's policies [16]. - Bridgewater's founder, Ray Dalio, highlighted the potential for a capital war alongside trade conflicts, suggesting reduced willingness to invest in U.S. debt [16]. - The article notes that any "weaponization" of European-held U.S. assets could escalate financial confrontations, affecting asset security and liquidity [7][16]. Group 4: Trade Agreements - The European Parliament has frozen the approval process for a trade agreement with the U.S. reached in July, signaling dissatisfaction with Trump's recent actions [6][15]. - The trade agreement includes a 15% tariff on most EU goods by the U.S., while the EU agreed to eliminate tariffs on certain U.S. industrial products [19][20].