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Macron says €300B in EU savings sent to the US every year will be invested in EU

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Re: Macron says €300B in EU savings sent to the US every year will be invested in EU

#11
post #8

When will the EU understand that they have the GOAT Paul Graham across the channel in the UK? Open YCombinator Paris or London: Capital would flow to him.

drop capital gains tax on EU stonks and watch the flight. there are a million ways they could make this attractive

Re: Macron says €300B in EU savings sent to the US every year will be invested in EU

#12
post #5

Macron is making up numbers. Unless the EU member states actually impose capital controls, investors will continue to send their capital wherever it can earn the highest returns. Profitable investment opportunities in the EU remain slim and so far they seem uninterested in pursuing a growth policy.

> Unless the EU member states actually impose capital controls, investors will continue to send their capital wherever it can earn the highest returns.

You don't need to introduce capital controls to make it unattractive to invest in the US. There are plenty of options that the EU could pull that would make investments abroad very unpopular quickly.

Re: Macron says €300B in EU savings sent to the US every year will be invested in EU

#14
post #5

Macron is making up numbers. Unless the EU member states actually impose capital controls, investors will continue to send their capital wherever it can earn the highest returns. Profitable investment opportunities in the EU remain slim and so far they seem uninterested in pursuing a growth policy.

> Macron is making up numbers

So is Trump. This is all just response to bullying.

"I got big muscles"

"Oh yeah, I got big muscles too"

This all is happening because America elected a criminal clown, twice.

Re: Macron says €300B in EU savings sent to the US every year will be invested in EU

#15
post #5

Macron is making up numbers. Unless the EU member states actually impose capital controls, investors will continue to send their capital wherever it can earn the highest returns. Profitable investment opportunities in the EU remain slim and so far they seem uninterested in pursuing a growth policy.

> Unless the EU member states actually impose capital controls, investors will continue to send their capital wherever it can earn the highest returns. You don't need to introduce capital controls to make it unattractive to invest in the US. There are plenty of options that the EU could pull that would make investments abroad very unpopular quickly.

Those are capital controls by another name.

Re: Macron says €300B in EU savings sent to the US every year will be invested in EU

#16
post #5

Macron is making up numbers. Unless the EU member states actually impose capital controls, investors will continue to send their capital wherever it can earn the highest returns. Profitable investment opportunities in the EU remain slim and so far they seem uninterested in pursuing a growth policy.

Politics drives decision making in addition to just seeking returns, especially for government affiliated funds, e.g.:

https://www.reuters.com/business/swedish-pension-fund-alecta...

https://www.cbsnews.com/news/danish-pension-fund-treasuries-...

(And remember that India and China combined reduced their holdings of US treasures by at least $50B in 2025: https://economictimes.indiatimes.com/news/india/amid-global-... )

Canadian tourism visits to the US have dropped massively in the last year, not because Canadian tourist spots are better or more fun now (e.g. pure market forces), but again because of politics:

https://www.bbc.com/travel/article/20251211-where-are-all-th...

Re: Macron says €300B in EU savings sent to the US every year will be invested in EU

#17
post #5

Macron is making up numbers. Unless the EU member states actually impose capital controls, investors will continue to send their capital wherever it can earn the highest returns. Profitable investment opportunities in the EU remain slim and so far they seem uninterested in pursuing a growth policy.

[flagged]

Re: Macron says €300B in EU savings sent to the US every year will be invested in EU

#18
post #5

Macron is making up numbers. Unless the EU member states actually impose capital controls, investors will continue to send their capital wherever it can earn the highest returns. Profitable investment opportunities in the EU remain slim and so far they seem uninterested in pursuing a growth policy.

Counter argument: people invest in bonds. Quite a lot of bonds in fact.

Picking up pennies in front of a steam roller and counterparty risk seem to be perennial favorites of youth, but I hazard to guess only a minority in the market have flesh yet untouched by fire.

Re: Macron says €300B in EU savings sent to the US every year will be invested in EU

#19
post #5

Macron is making up numbers. Unless the EU member states actually impose capital controls, investors will continue to send their capital wherever it can earn the highest returns. Profitable investment opportunities in the EU remain slim and so far they seem uninterested in pursuing a growth policy.

Unfortunately the US Dollar is devaluing. In the past year the dollar went down by 11%. That means SP 500 which has gone up 13% in the past year has only gone up 2% for a European.
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