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The death of American equities? Not so fast
semafor.com/article/07/03/2025/sp-500-catches-up-to-global-indexes
The death-of-American-exceptionalism crowd has never been louder, but there’s little evidence in the stock market. The S&P 500 has caught up to global indexes in recent months, and the “great rotation” out of the US and into foreign assets is starting to look overcooked.
“It feels like…
This story appeared on semafor.com, 2025-07-03 15:38:05.