US equities have rallied over recent weeks and outperformed stocks elsewhere, a trend which kicked up a gear after the US CPI data yesterday. But we expect equities in general to fall over the rest of 2022 and suspect that stocks in the US may slightly underperform those in the rest of the world as US real yields rise.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services