Core Viewpoint - The article discusses President Trump's threats of "massive retaliation" against European countries if they sell U.S. assets in response to his tariff threats, highlighting the potential impact on U.S. capital markets and the complexities of implementing a "Sell America" strategy [2][3][5]. Group 1: Trump's Threats and Responses - Trump stated that if European nations sell U.S. assets as a response to his tariff threats, the U.S. will retaliate strongly, indicating that the U.S. has various options available [3]. - The speculation arose that Europe might sell trillions of dollars in U.S. bonds and stocks as a countermeasure to Trump's previous tariff threats on eight European countries [3]. Group 2: European Fund Reactions - Danish pension fund AkademikerPension announced plans to exit $100 million in U.S. Treasury investments, while Greenland's SISA Pension is considering its U.S. stock investments due to Trump's actions [3][5]. - SISA Pension, managing approximately 7 billion Danish kroner (around $1.1 billion), has about 50% of its exposure in the U.S., primarily in publicly traded stocks, and is discussing the implications of reducing its U.S. investments [5][6]. Group 3: Broader Market Implications - U.S. Treasury Secretary Scott Bessenet downplayed the significance of Denmark's actions, stating that their investments in U.S. debt are negligible [4]. - UBS CEO Sergio Ermotti warned that selling U.S. assets and dollars could be a "dangerous bet," emphasizing the strength of the U.S. economy and the challenges of completely divesting from it [6].
刚刚!特朗普威胁:卖就报复!
中国基金报·2026-01-22 15:13