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Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress

The Compound and Friends

CHAPTER

Global Market Dynamics: Analyzing ACWI and US Equities

This chapter explores the performance of the All-Country World Index (ACWI) compared to U.S. equities, emphasizing recent trends in global markets. It discusses the rising investor enthusiasm, particularly in international markets like Europe and Japan, while noting the long-term uptrend of the ACWI XUS amidst challenges. The chapter also highlights the influence of Chinese stocks, potential macroeconomic shifts, and the volatility of the tech sector, providing a comprehensive overview of current global investment landscapes.

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