The days of US stock outperformance are over as DeepSeek threatens AI returns, Bank of America warns. These 2 'quiet' trades are 'breaking with upside' instead.

Contributing sentiments towards policy:

49% : "Note Japan banks still 74% below 1980s highs (Chart 4), EU banks 67% below 2007 highs (Chart 5), and both breaking with upside likely in our view.
41% : The other reasons Hartnett is skeptical that US stocks can continue to beat their global counterparts are the slowdown in government spending he expects and lower immigration levels.
20% : But since taking office on January 20, President Trump has tried to issue a government spending halt.

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