The ScopeGlobal Macro
2026-04-02 07:21 (CN)
THEME TIMELINE
Global Capital Flows
Trajectory (Pivoting): Capital flows back to the US from Europe and Asia for safety; MSCI All Country World Index ex-US falls 10%, while US index declines only 5.4% Key events: WSJ reports capital flowing back to US (Yonhap News TV); Comparison of global stock market decline data (WSJ) Watch: Risk-off sentiment may persist, driving USD strength and demand for US assets; monitor capital flow trends.
SOURCE COVERAGE

Source Coverage

Latest Update: 2026-03-23
Sources
8
Mainland
0
HK/Macau/Taiwan
0
Overseas
8
Official
0
Non-official
8
Aggregators
2
Original-reporting Preferred
6
Chinese
0
English
7
Reference Links
30
Countries / Regions: International / Qatar / South Korea / UK
Sample Sources
COVERAGE GAPS

Coverage Gaps

Rule-based observations derived from source mix only.
Coverage leans overseas
WARN
In this window, overseas sources = 8, mainland sources = 0.
No mainland source in view
WARN
No mainland source is aggregated in the current theme window.
English coverage exceeds Chinese
WARN
In this window, English-language sources = 7, Chinese-language sources = 0.
2026-03-23
Open report
Updates
  • Trajectory (Pivoting): Capital flows back to the US from Europe and Asia for safety
  • MSCI All Country World Index ex-US falls 10%, while US index declines only 5.4%
  • South Korea's KOSPI index drops 7.41% post-war, indicating regional market fragility
Key Events
  • WSJ reports capital flowing back to US (Yonhap News TV)
  • Comparison of global stock market decline data (WSJ)
Watch / Outlook
Risk-off sentiment may persist, driving USD strength and demand for US assets; monitor capital flow trends.
Linkage
Iran war / Oil price surge / Capital flows to US as safe haven
Global risk aversion / USD and gold benefit
Sources
Google News - World / Al Jazeera Middle East / Yonhap News TV / Yahoo News - World / Sky News / The New York Times / Global Issues News / BBC News (Top)
Reference Links