Liberal Forum

Blackvegetable » Today, 5:16 am » wrote: ↑

Today, 5:16 am

https://www.bloomberg.com/news/articles ... reet-peers

Cracks in “US exceptionalism” will persist with the emergence of China’s DeepSeek artificial intelligence model, Europe’s fiscal expansion and rising trade tensions that will hit American companies harder than peers in Japan and Europe, a team led by Beata Manthey wrote in a note, downgrading US equities to neutral from overweight.

“The drivers of exceptionalism are fading, both from a gross domestic product and earnings-per-share perspective,” the strategists wrote. “The US market remains relatively expensive, while EPS downgrades are intensifying.”

MAGAts?

"Make a case! Yap!"

Took Crash Bandicoot THREE MONTHS!

He'll go down in history as "worse than Trump"...

So we’re back to Bloomberg quotes and disconnected one-liners—must be Veghead’s way of signaling he’s ready for dodge #78.

 So here’s a simple question, since your OP is once again allergic to actual opinions:

do you personally believe US equities are truly overvalued in the long term, or is this just another recycled market panic wrapped in international buzzwords?

 I know, I know—questions are scary. But who knows, maybe today’s the day we get a full sentence that wasn’t outsourced to a news site. Let’s see if we can keep your dodge-per-thread ratio below 100%.