Is this the start of a period of European exceptionalism in markets?

The very tight rein in all aspects of policy — fiscal, monetary and regulatory — is easing

Topics

Cracks are emerging in the idea of America's economic exceptionalism

The U.S. economy and equity markets may be underperforming this year due to a surge in policy uncertainty, a decline in consumer sentiments, a delay in business investment, and a gradual weakening ...
The Hill - Mar. 11
China markets are set to outperform Wall Street as U.S. exceptionalism comes to a pause

Chinese markets' rally has been gaining steam, and market watchers are expecting it to outperform its American counterparts as U.S. exceptionalism sputters.
CNBC - 1d
European stocks steady after US markets plunge

The global sell-off eases in Europe after US shares are hit by President Trump saying the economy is in "transition".
BBC News - Mar. 11
White House says U.S. is in 'period of economic transition' amid recession fears

White House press secretary Karoline Leavitt told reporters that the U.S. economy was in a "period of economic transition" and criticized the economic policies of the Biden administration amid ...
NBC News - Mar. 11
Certainty is now a scarcity in markets

Capricious policies from Washington have created a very unpredictable economic environment
Financial Times - Mar. 12
Distilled Spirits Council CEO warns European whiskey tariff could be 'very, very devastating'

The CEO of the Distilled Spirits Council of the United States on Wednesday warned that a European whiskey tariff would be "very, very devastating." “We've just gotten the news early, early this ...
The Hill - Mar. 12
Investors fear that market turmoil will no longer rein in Trump

Also in today’s newsletter, meet the revered Wall Street veteran with two protégés planted in the president’s inner circle
Financial Times - Mar. 11
New Boat Race selection policy 'very unfair'

Olympic champion Imogen Grant says the row between Oxford and Cambridge over selection for the Boat Races is "very unfair".
BBC News - 1d
European stocks have crushed the U.S. — now a big bank is shifting its view

The year has started with a big rally for European stocks as the U.S. market struggles to remain above water. Now, HSBC strategists are changing their tune.
MarketWatch - Mar. 10

Is this the start of a period of European exceptionalism in markets?

Topics

Related

Cracks are emerging in the idea of America's economic exceptionalism

China markets are set to outperform Wall Street as U.S. exceptionalism comes to a pause

European stocks steady after US markets plunge

White House says U.S. is in 'period of economic transition' amid recession fears

Certainty is now a scarcity in markets

Distilled Spirits Council CEO warns European whiskey tariff could be 'very, very devastating'

Investors fear that market turmoil will no longer rein in Trump

New Boat Race selection policy 'very unfair'

European stocks have crushed the U.S. — now a big bank is shifting its view

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