Thursday, May 22, 2025

End of US Exceptionalism?

Reconsidering the U.S. exceptionalism narrative:
Investors ask ‘what next’ as the American fever breaks by Katie Martin
https://www.ft.com/content/411650dc-b172-45b7-b043-a63a5418d87f
Inflated stock prices may have been mistaken for growth-driven superiority.
 
There's risk assigned to US assets if 'Pandora's Box' has opened
https://finance.yahoo.com/video/theres-risks-assigned-us-assets-113001541.html
 
Emerging markets outperformance is 'coming back' amid AI boom
https://finance.yahoo.com/video/emerging-markets-outperformance-coming-back-120059781.html