The head of State Street just weighed in on the buzzy "Sell America" trade making rounds in financial circles. Here's the catch: while conversations around it are definitely happening, the actual market data hasn't caught up yet. This kind of disconnect between talk and what's showing up in positions is worth watching—especially for traders monitoring macro shifts and capital flows. When narratives don't align with hard numbers, it usually signals either early-stage positioning or market skeptics holding back for now.