economy

March 12, 2026

'Winners Have Become Losers, Losers Have Become Winners'

The war in the Middle East is causing some investors to re-tilt their portfolios away from the 'Sell America' trade.

'Winners Have Become Losers, Losers Have Become Winners'

TL;DR

  • Global investors are shifting away from 'Sell America' trades due to the Iran war.
  • The U.S. market has transitioned from worst-performing to best-performing.
  • This shift is seen as a rotation of assets rather than a simple risk-off move.
  • The U.S. benefits from higher oil prices as a net energy exporter.
  • Europe and Asia, as net importers, are more negatively impacted by rising oil prices.
  • Japan is also seen as a beneficial market, offering strong earnings revisions and being less impacted by oil price hikes compared to European markets.

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