European stocks are beating the U.S. so far this year. Is American exceptionalism dead?

• 

  Trump 2.0 is exposing American exceptionalism for what it is – and has always been | Nesrine Malik

  Guantánamo Bay? Imperialism? Alliances with billionaires? Those shocked at the president’s early moves have forgotten what came before. The dust briefly settled, only for it to be kicked up once ...
  
  The Guardian - 2d

• Tech giants to turn into ‘Lagnificent 7’ as U.S. exceptionalism peaks, say Bank of America strategists

  The ”Magnificent Seven” grouping of tech stocks that have powered markets is set to start lagging the market, a team of strategists says.
  
  MarketWatch - 5d

• Levi beats earnings estimates but expects pressure this year from strong U.S. dollar

  Levi expects its sales to slow in the current fiscal year because of the strong U.S. dollar and one fewer selling week.
  
  CNBC - 6d
• 

  American and European populism don’t mix

  Elon Musk will find the European right more statist than some progressives at home
  
  Financial Times - Jan. 29

• European stocks open mixed as Trump 2.0 kicks off; Energy firm Orsted drops 15% on U.S. impairment

  European stocks are expected to open slightly higher Tuesday as traders digested the first executive orders signed by newly inaugurated President Donald Trump.
  
  CNBC - Jan. 21
• 

  There's a way to beat a far-right takeover in the UK. So why has Starmer gone silent about it? | Polly Toynbee

  With Trump back in the White House, democracy is in danger across the west. Electoral reform is the best way to protect it. Inauguration day in the US signalled the drum beat of the far right ...
  
  The Guardian - Jan. 21

• Debunking American exceptionalism

  How the US’s colossal economy and stock market conceal its flaws
  
  Financial Times - Jan. 12

• U.S. stocks are expensive ‘on almost any valuation metric.’ Why they could remain so for a while.

  U.S. stocks are trading at a pretty lofty level, but investors shouldn’t expect mean reversion anytime soon, according to BofA Global Research.
  
  MarketWatch - Jan. 10
• 

  Big Tech Is So Dominant the Stock Market Would Have Been Flat for 2 Years Without It

  Big Tech stocks have fueled most of the S&P 500’s gains over the past several years.
  
  Inc. - Jan. 6

More from MarketWatch

• DeepSeek and tariffs have roiled the market. History shows deeper pullbacks are coming, this strategist says.

  Don’t be tempted to buy on these headline-driven stock-market dips, bigger opportunities are coming, says Truist’s Keith Lerner.
  
  MarketWatch - 11m

• U.S. trade deficit hits second highest level ever as Trump weighs more tariffs

  The trade deficit surged in December and the U.S. finished 2024 with the second largest gap ever, perhaps in part because some businesses sought to bring in more imports before President Trump ...
  
  MarketWatch - 17m

• ADP says 183,000 private-sector jobs created in January. Labor market in pretty good shape.

  Hiring off to good start in 2025
  
  MarketWatch - 20m

• Harley-Davidson’s stock slips after Q4 loss amid ‘cyclical headwinds for discretionary products’

  The high-interest rate environment has impacted consumer confidence, according to Harley-Davidson CEO Jochen Zeitz
  
  MarketWatch - 22m

• ‘Our tech stocks have done well’: We’re in our mid-50s and 85% invested in stocks. Is this too aggressive over the next 10 years?

  “Between our rentals, our stock portfolio, and our 401(k)s and IRAs we’ll have about $3 million with a paid-off home.”
  
  MarketWatch - 26m

More in Business

• Private payrolls expanded by 183,000 in January, topping expectations, ADP says

  Though the headline ADP number topped expectations, the internals showed an unbalanced picture.
  
  CNBC - 6m

• Uber opens 'interest list' for Waymo robotaxi rides in Austin

  Uber and Waymo beat Tesla to the punch offering robotaxi rides in Austin, Texas.
  
  CNBC - 7m

• National Women's Soccer League agrees to $5 million settlement over past mistreatment of players

  The NWSL and three attorneys general have agreed to a settlement over the league's past mistreatment of players.
  
  CNBC - 9m

• DeepSeek and tariffs have roiled the market. History shows deeper pullbacks are coming, this strategist says.

  Don’t be tempted to buy on these headline-driven stock-market dips, bigger opportunities are coming, says Truist’s Keith Lerner.
  
  MarketWatch - 11m

• USPS says it will resume accepting inbound packages from China, Hong Kong

  The USPS said it will resume accepting inbound mail and packages from China and Hong Kong Posts, just hours after it suspended service from those regions.
  
  CNBC - 13m