The recent underperformance of US equities marks a notable shift in the global market environment – but is this just a temporary state of affairs or the new order of things?
Chief Markets Economist John Higgins and Senior Markets Economist Hubert de Barochez will be addressing the key questions about the state of US stock market exceptionalism in this special online briefing on Wednesday, 12th March at 1200 ET/1600 GMT.
During this 20-minute session, John and Hubert will be answering your questions as they address key issues including:
- From AI angst to tariff troubles – what’s been driving recent US underperformance;
- From Europe to China – the arguments for outperformance elsewhere;
- Arguments in favour of the return of US stock market outperformance.
Please note you must be logged in to register for this Drop-In.

Try for free
Experience the value that Capital Economics can deliver. With complimentary access to our subscription services, you can explore comprehensive economic insight, data and charting tools, and attend live virtual events hosted by our economists.