European stock markets surged earlier this year amid expectations of increased fiscal stimulus and an improving economic outlook. By contrast, the US stock market was undermined by a threat from China to big-tech’s dominance of AI and a loss of confidence in policymaking amid the onset of Donald Trump’s trade war.
Did all this mark the beginning of the end of US ‘exceptionalism’ in equities. Or was it just a bump in a long road?
As part of our ‘Future of Europe’ series, our Markets team will be holding this special briefing on Thursday 29th May at 1000 ET/1500 BST to compare the outlooks for European and US markets. During this 20-minute briefing, the team will be answering your questions as they address key issues, including:
- What increased fiscal spending means for European markets;
- What the outlook for AI means for the US market;
- How the future of the trade war will affect markets on both sides of the Atlantic;
- If Europe’s outperformance of the US this year was a one-off or marks the start of a trend.
Please note you must be logged in to register for this Drop-In.
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