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222: U.S. Equities: Getting Granular on Market Insights and Sector Trends

The Bid

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Market Volatility and International Shifts in U.S. Equities

This chapter explores the recent rotation in U.S. equities toward international markets, attributing this shift to U.S. government policies and company fundamentals. It analyzes the performance gaps between major U.S. tech companies and a wider array of stocks, highlighting the contrasting growth trends between Europe and the U.S.

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