Neat overview.
I thought this was an interesting read concerning the growing divide between US and European equity markets: https://www.xtb.com/en/market-analysis/can-anything-stand-in-the-way-of-the-us-stock-market-rally.
- The expected growth disparity between the US and Europe (2.2% vs. 1.2% in 2025).
- US companies, particularly in tech and consumer sectors, are outperforming earnings expectations, while European stocks are lagging behind.
- The tech sector, especially large-cap stocks like Tesla and Palantir, is dominating post-election, but smaller US companies may struggle with inflation and tariffs.
- Strong momentum and investor optimism, fueled by the “Trump trade,” continue to give US stocks an edge over European counterparts, especially in tech.
