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Worldwide Wednesday: When the Long AI Trade is On, EAFE Lags

Worldwide Wednesday / / , , , ,

September 10, 2025 In our last Worldwide Wednesday column on August 6, we remarked that some deterioration in US stock market breadth (upside participation at the stock level) was weakening and some continued rotation into ex-US exposures was likely.  That dynamic shifted rather quickly as Fed chairman Powell came out with clear dovish remarks at […]

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Worldwide Wednesday: ex-US Bull Market Led by Banks and Tanks: Bank Focus

Analysis, Worldwide Wednesday / / , , , ,

July 16, 2025 As the S&P 500 consolidates new highs and positive expectations ramp on global trade resolution we’ve seen ex-US equities in aggregate struggle to keep pace with domestic equities.  In our last WWW column we talked about the idea that ex-US equities are likely to remain a haven trade.  We also, outlined areas

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