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✍️  US President Donald Trump's tariffs are giving international stocks a boost, ending the S&P 500 Index's dominance, and international markets are expected to outperform the US this year.
👉 International stock markets are expected to outperform the US this year
👉 Tariffs are causing fears of an outsized impact on Corporate America's earnings growth
👉 The MSCI World Index excluding the US is outperforming the S&P 500
👉 Markets like Mexico, Canada, Germany, Spain, Brazil, and the UK are showing significant gains
👉 Investors are over-invested in the US and under-invested in other markets
👉 The valuation gap between US and international markets is historically wide

#DonaldTrump #CraigBasinger #DavidLambert #DavidGroman #EmilyRoland #MatthewMiskin #US #Mexico #Canada #Germany #Spain #Brazil #UK #Istanbul #Johannesburg #Chicago #NewYorkCity #business
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