BOLIVIN expects Blackrock that American stocks are scheduled to outperform European stocks
Jean -Bouvin of Blackrock expected that American stocks will outperform European stocks because the future of European stocks is limited to sectors such as defense and banks. He pointed out that there has been no strong condemnation so far, “Europe plays the United States during the six months to the next 12.
Boivin Propagate The United States sees the strongest profit growth in the next six to 12 months. The strategic expert said that the customs tariff is 10 % likely to be the best possible landing zone, and the United States can adapt however. However, warning that the definitions will be a “different story” if they exceed 10 %.
Creative Plaaning, Charlo -Belilo, said that American stocks outperformed international performance with a large margin for 16 years, respectively. According to Bilello, the United States is now more than three normative deviations higher than average in terms of historical performance.
Bouvin prefers the United States over European stocks
American stocks will soon regain the long edge of their European peers https://t.co/ulgy1BNRSR
Bloomberg Markets (Markets) March 27, 2025
Bouvin said that American stocks would soon regain their long destruction on European stocks, as the future of European stocks was limited to sectors such as defense and banks. He added that he expected US profit discounts to be short -term with the end of the endowment of tariffs. However, the chief strategy at UBS BANU BAWEJA said this week that it is expected that the S&P 500 is expected to decrease by another 8 % as the consumer’s slowdown in pressing corporate profits continues to decrease.
Keith Lerner, co -investment official and market strategy head at Truist Consultant, said that the United States has surpassed Europe by 20 % since December, but the markets have not moved in straight lines, said Keith Lerner, co -investment official and head of the market strategy in Truist Consultant. He pointed out that the assembly driven by the defense in Europe may stop, while the American financial incentive provided short -term opportunities.
“The United States is the place where we expect to see the strongest growth in profits on a six to 12 months horizon.”
According to Reuters reports on March 27, the Dow Jones (.DJI) increased 20.71 points or 0.05 % to 42,478.39, S&P 500 (.SPX) rose 6.42 points or 0.12 % to 5,718.66, and Nasdaq (.ixic) 21.25 points or 0.09 %.
Meanwhile, European stocks decreased, with weak shares of the best car makers in Europe such as Volkswagen (VOWG.DE) by approximately 2 %, BMW (BMWG.DE) loss approximately 3 %, and Mercedes Benz (MBGN.DE) that exceeds 4 %.
The American economy has grown faster than expected since the end of 2024
The report of the Ministry of Commerce revealed on March 27 that the American economy has grown slightly faster than expected in the last three months of 2024. The economic analysis office (BEA) also said in the last three estimates that the US gross domestic product accelerated at a rate of 2.4 % for October to December. It was 0.2 percentage points before the previous estimate, and came from an upward review to consumer spending, which grew at a rate of 4 % in the fourth quarter.
In addition to the upward change in GDP, bea noted that the basic inflation was softer than previously shown. The Personal Consumption Expenditure Index (except for food and energy prices), which is used by the Federal Reserve as the basic inflation scale, increased by 2.6 %, a decrease of 0.1 percentage points from the previous estimate.
CNBC also stated that the main indexes were clinging to marginal gains as the shares were fluctuating between gains and losses this week. The S&P 500 increased by approximately 0.8 %, while the Nasdaq Stock Exchange gained 0.5 %. Dow 30 Stock also added 1 % this week to date. Within the S&P 500 sectors, communications and consumer and Malian appreciation services witnessed the largest gains, while facilities, health care and real estate were major observers. However, sales of the new one -family homes in the United States increased in February, and recover from a decrease in January.
Cryptopolitan Academy: soon – a new way to earn a negative income with Defi in 2025. Learn more
