Stock Market/Investing/Fin Planning Catch-All

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HSBC double-upgrades Europe stocks as it lowers U.S. rating to neutral​

HSBC: U.S. tech valuations are tempting but Europe still steals show​



“The year has started with a big rally for European stocks as the U.S. market struggles to remain above water.

Now, HSBC strategists are changing their tune. HSBC gave a double-upgrade upgrade of Europe stocks, excluding the U.K., to overweight from underweight, while downgrading the U.S. to neutral.

An investor following HSBC’s advice wouldn’t be shifting their money that much, however. Their recommended allocation would have 11% going to Europe stocks and 64% to the U.S. But it follows a period in which the Vanguard FTSE Europe ETF VGK +1.45% has gained 16% while the S&P 500 SPX +0.55% has declined by 2%. …”
 
S&P down 2% and NASDAQ down 3% on tariff fears, inflation concerns, and even heightened recession concerns (though most economist do not forecast one for the year, YET.) But a major slowdown is plenty enough to send markets tumbling with still, very high valuations.
 
maga wanted to take the country back. Well, they have. Back to the good ol 1970s.

STAGFLATION, BABY!!! Who remembers the misery index?
 
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