Wall Street bets international stocks will top US equities in 2020 after a decade-long slump

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The U.S. has been the place to invest when it comes to stocks over the past 10 years. That dominance could shift in 2020.

has gained just 18% since 2010. Emerging markets have fared even worse this decade against the S&P 500. The iShares MSCI Emerging Market Index is up just 4% since 2010.

"Having underperformed for more than ten years, non-US stocks are set to gain the upper hand over their US peers," Peter Berezin, chief global strategist at BCA Research, said in a note. "A reacceleration in global growth, a weaker US dollar, and favorable valuations should all support non-US stocks next year."The S&P 500's price-to-earnings ratio, a widely used valuation metric on Wall Street, currently sits above 20.

Callum Thomas, head of research at Topdown Charts, notes there is a "50% valuation gap" between U.S. and international stocks. "Yes global ex-US has its problems, but are they 50% discount problems? At a certain point if the valuation gap is wide enough it kind of starts to speak for itself," he said in a note.

In Europe, manufacturing activity hit a seven-year low in October. It rebounded slightly in November but remained in contraction territory, data from IHS Markit showed.

 

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Based on the shocks earlier this year in the repo markets and likely dollar weakness ahead, international equities will likely outperform U.S. markets

It's only that high because of the 23T in debt that was injected into the economy, huge crash incoming soon most likely very unsustainable.

wall street are traitors to the Republic, fiat money grubbing slaves to the illusion of materialism promoted by the black nobility. The Republic is the 'promised land' once you destroy it through ignorance, naivite and greed, it's gone and so is your 'high living',KofM visas?Pfft

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