[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  EndGame Macro [@onechancefreedm](/creator/twitter/onechancefreedm) on x 39.3K followers Created: 2025-07-17 18:37:53 UTC The surge in global investor allocation to Eurozone equities, now at the highest level in four years is less about conviction in European economic fundamentals and more about a combination of relative positioning, dollar hedging, and manufactured optimism. With U.S. equities appearing crowded and stretched, investors are rotating into Europe not because it’s booming, but because it looks less bad. Rate cuts by the ECB have front-run the Fed, the euro has stabilized, and political risks, while still present appear more contained relative to U.S. electoral and trade uncertainties. Add in modest inflation cooling and a weaker dollar, and Eurozone stocks become a temporary safe haven narrative. But let’s be clear, this is not a growth led rally. It’s a positioning recalibration chasing yield differentials and repricing USD risk. In that sense, it’s a trade, not a trend and if U.S. policy surprises, dollar strength returns, or European growth falters, this rotation could unwind just as quickly as it built. XXXXX engagements  **Related Topics** [surge](/topic/surge) [hedging](/topic/hedging) [money](/topic/money) [stocks](/topic/stocks) [investment](/topic/investment) [macro](/topic/macro) [endgame](/topic/endgame) [Post Link](https://x.com/onechancefreedm/status/1945915877662003360)
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EndGame Macro @onechancefreedm on x 39.3K followers
Created: 2025-07-17 18:37:53 UTC
The surge in global investor allocation to Eurozone equities, now at the highest level in four years is less about conviction in European economic fundamentals and more about a combination of relative positioning, dollar hedging, and manufactured optimism. With U.S. equities appearing crowded and stretched, investors are rotating into Europe not because it’s booming, but because it looks less bad. Rate cuts by the ECB have front-run the Fed, the euro has stabilized, and political risks, while still present appear more contained relative to U.S. electoral and trade uncertainties. Add in modest inflation cooling and a weaker dollar, and Eurozone stocks become a temporary safe haven narrative. But let’s be clear, this is not a growth led rally. It’s a positioning recalibration chasing yield differentials and repricing USD risk. In that sense, it’s a trade, not a trend and if U.S. policy surprises, dollar strength returns, or European growth falters, this rotation could unwind just as quickly as it built.
XXXXX engagements
Related Topics surge hedging money stocks investment macro endgame
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