Chart in a Minute
Use these simple visuals to help illustrate technical market perspectives to clients.
Making international stocks great again
4/4/2025
Pro-growth policies in Europe and Asia have supported developed international markets, despite tough U.S. tariff talk.
Key takeaways:
- President Trump's "America First" policies have been key drivers of global equity markets so far in 2025, sending U.S. and international stocks in opposite directions.
- While tariff talk has weighed on U.S. stocks, international stocks in developed markets have enjoyed their best start to a year in a quarter century, supported by pro-growth policy shifts.
- Expectations for greater defense spending in Europe is giving the region’s industrials sector a particularly big boost, fueled by double-digit early gains in aerospace and defense stocks.
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