Economic Trends - There has been a modest transformation movement out of dollar-based assets at the beginning of the year, with money moving into Europe and other regions, but recently, funds are returning to the United States [1] - Over 40% of the economic growth in the second quarter of the U.S. economy was driven by capital expenditures (CapEx) for technology, a trend not observed in other parts of the world [2] Investment Opportunities - The U.S. is experiencing significant CapEx activities, including investments in data centers and gas turbine construction, more so than in Europe [3] - The disparity between U.S. GDP growth and European GDP growth is largely attributed to these investment trends, with global investors maintaining a large overweight in U.S. assets, which is expected to continue for at least the next 18 months [4]