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Time for a U.S. to Europe rotation?

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The long-term outlook for economic growth favours a strategic overweight in U.S. equities relative to Europe. On a tactical basis, the picture is more mixed. Positive changes in the European/U.S. leading indicator ratio are offset by negative global economic surprises. The return of risk appetite toward the end of the year could see short-term Europe/U.S. outperformance.

Ned Davis Research | Equities | Europe Focus | Monthly

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