US exceptionalism is under threat from uncertainties about President Donald Trump’s political and economic policies, ...

The epicentre of the “US exceptionalism” bubble (you can quibble over that definition among yourselves, but let’s call it a ...

After struggling in 2024, China's stock market is roaring as its AI trade soars. Meanwhile, US peers are hobbled by growth ...

"We are still betting on the resilience of consumers and the economy. However, Trump Turmoil 2.0 is significantly testing the ...

Going into the year investors were betting that President Donald Trump's policies would spur U.S. stocks and the dollar to ...

Just six weeks ago, investors were stoked about a "Trump bump" in markets. It has become more like a Trump pothole.

Over the past two years, the notion that the U.S. economy and its stock market was outperforming the rest of the advanced world gained salience and came to be widely interpreted as a new form of ...

A sharp sell-off in US stocks this year has seen European stocks take their place as the hottest trade in global markets.

Citi strategists downgraded U.S equities to neutral from overweight, which it had been since October 2023, while upgrading China to overweight ...

Meanwhile, cheaper and better alternatives have emerged to accelerate the shift away from US assets. The advent of China’s AI ...