Earnings Analysis: US ExceptionalismEarnings Analysis: US ExceptionalismEarnings Analysis: US Exceptionalism
SUMMARY AI spending has driven US markets in the face of macro uncertainty. US Large-Cap earnings continue to accelerate. Small-Cap and Japan are showing signs of strength, while Europe remains a relative laggard. While headlines are focusing on geopolitical conflict and mixed macroeconomic data, the S&P 500 has powered to new highs, on the back […]
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