疯狂抛售！美股、美债，突发！特朗普，发出威胁！

Group 1: Market Reactions - The US stock market experienced a capital outflow of nearly $17 billion during a week when President Trump threatened to impose tariffs on certain European countries over Greenland [1][2] - Following Trump's retraction of the tariff threat, the US stock market rebounded significantly, recovering most of its losses [2][11] - European stock funds saw their strongest inflow in six weeks, while Japanese stock funds experienced their largest weekly net inflow since October of the previous year [2][10] Group 2: US Treasury Bonds - India has reduced its holdings of US Treasury bonds to $174 billion, a 26% decrease from its peak in 2023, marking a five-year low [4][12] - The share of US Treasury bonds in India's foreign exchange reserves has dropped from 40% to one-third over the past year [4][12] - Swedish and Danish pension funds are also selling off US Treasury bonds due to concerns over the unpredictability of the US government and rising US debt [6][14] Group 3: Investment Sentiment - The investment community is questioning whether US Treasury bonds remain the best choice amid the Trump administration's global trade policies and the "weaponization" of the dollar [5][13] - The sentiment towards the stock market remains extremely bullish according to Bank of America’s "bull-bear indicator," despite some funds experiencing significant outflows [3][11] Group 4: European Capital Movements - European capital is being withdrawn from both US stocks and bonds, with UK pension funds reducing their exposure to US equities due to concerns over a potential bubble in the AI sector [8][15] - The potential for financial conflict between the US and Europe is increasing as Europe considers various countermeasures, including the sale of US assets [8][15]