All the data you need is in the bullshit that comes out of the White House, daily. Companies are not pulling out yet because nobody is certain, but the writing has been on the wall. Tech sector froze hiring and did layoffs specifically after the insane tariff policy when everyone realized that its no longer just memes anymore.
For example, today, Jerome Powell just got indited. Its pretty clear that end of central bank independence is coming. Remember, higher up execs dgaf if US economy fails, they have their money bags. Once 2026 elections get cancelled and US goes full fascist, you are gonna see the shitstorm happen real time. On top of that, if US is in Tumroil, China will most likely invade Taiwan, since NATO wouldn't be able to respond, and bye bye all the stock market gains.
Save this comment if you think im being extremely hyperbolic, and make sure to read it again in 2 years.