exceptionalism
The Chinese national flag fluttering with the Lujiazui Financial District in the background. Vcg | Visual China Group | Getty Images A rally in Chinese stocks since the start of the year is prompting investors to predict that mainland shares will outperform their American peers in a sign that attractive valuations are trumping the idea […]
(Bloomberg) — President Donald Trump’s tariff threats once again lifted the dollar last week, but a growing group of investors is betting against the greenback amid signs the US economy is cooling and on concern a trade war will weaken it further. Most Read from Bloomberg The expanding chorus of greenback bears includes asset managers […]
By Iain Withers LONDON (Reuters) – U.S. stocks look set to extend their outperformance this year driven by the financial firepower of big tech firms and investor friendly policies under a second Donald Trump presidency, the CEO of State Street’s asset management arm said on Wednesday. Some investors believe Trump’s agenda of tax cuts and […]
The “most anticipated recession ever” failed to materialize this past year, with the U.S. economy achieving a soft landing. The pace of expansion is likely to stay buoyant in 2025 as the economy rides the tailwinds of both a fiscal impulse, courtesy of Donald Trump’s election win and a Republican sweep of Congress, and a […]
US stocks have led the equity market in recent years and strategists at BlackRock’s Investment Institute don’t see that narrative changing in 2025. “Currently, across all the scenarios in the outlook, the platform is gravitating towards the US corporate strength scenario, which is another way of calling for US exceptionalism,” BlackRock Investment Institute chief investment […]
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