Germany Slashes US Investment 62% - France PULLS All Gold, Bonds COLLAPSE

YouTube · Watch/Read · (gathered 2026-10-18)

• Global capital is quietly but consistently exiting the United States across multiple channels (corporate investment, FDI, gold repatriation) due to US policy unpredictability, trade tensions, and institutional instability, prioritizing stable rules and predictable governance elsewhere.
• German companies cut direct investment in the US by 62% (while increasing it in China by a third) in H1 2026, explicitly linking the US decline to trade tensions and tariffs, framing it as a “balance sheet decision” rather than a strategic pivot to China.
• France fully repatriated its gold from the New York Fed, following the Netherlands, reflecting a global trend where 68% of central banks now plan to keep gold within their own borders due to concerns about asset freezing (post-Russian reserves) and declining trust in foreign jurisdictions.
• The Federal Reserve’s expected interest rate hike despite presidential opposition is testing US institutional independence, leading global capital allocators to question if the US remains a country where institutions function predictably, a concern that drives capital away.
• Other regions like Europe and Canada are building stable economic frameworks and partnerships (e.g., EU Savings and Investment Union, Canada-EU discussions), offering the predictability and stable rules that global capital now prioritizes over the US.