When will global equities stop outperforming US equities? Titelbild

When will global equities stop outperforming US equities?

When will global equities stop outperforming US equities?

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 Today, Darius unpacks why global equities continue to outperform the U.S. and why that trend may persist longer than many expect. He explains how cooling risk appetite toward mega-cap AI names, renewed European fiscal momentum, and a structurally dovish Fed under a jobless recovery framework are driving cross-border capital rotation.
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