Willer wrote, “The flow of news from the American economy is likely to underline the rest of the world, and at least cleverly, American extraordinary is not likely to roar back,” Willer wrote. He said that neutral tech on American shares is more than a time limit of three to six months, and more negative American data prints are expected.
The market spirit around American shares has become rapidly sour after kicking a tariff war and has continued to cut spending, meeting concerns about the American economy. While S&P 500 has lost 4.5% so far this year, a gauge of Chinese shares listed in Hong Kong has increased by 20%, making it one of the best performing index in 2025.
(Tagstotransite) China (T) US Stock (T) Citibank Global