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US Dominance Of Global Equity Market Reaches Existential Extremes
If your business is stocks, the US is all that matters.
As 2025 dawned, the term "equities" had virtually no meaning outside of the US context, which is to say we're nearing existential thresholds when it comes to the "TINA" narrative and US shares.
I realize this is a bit repetitive by now, but to reiterate, the situation's nothing short of absurd. As SocGen's Andrew Lapthorne put it Monday, recapping 2024's most important themes across global equities, the rest of the world's "struggl[ing] f
I read somewhere recently (didn’t fact check it though) that European stocks did better than the US last year if just Nvidia is removed from the US numbers. Astounding if true.