Daily Charts - US would be the Best Performing stock market？

Callum_Thomas
2025-06-02

1.At the start of this year, the Majority of investors Believed the US would be the Best Performing stock market in the world...

2025 so far:

S&P500 $S&P 500(.SPX)$ = 1%

ACWI ex-US = 14%

(and it's just getting started)

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2.You've probably seen the Stockmarket Cycle charts, but here's the **Credit Spreads Cycle** chart...

I would say short-term, smaller cycle: we are on the right side (as spreads narrow from the tariff tantrum spike).

But bigger picture, larger business/financial cycle perspective: we're probably still on the left side (trending up from a 17-year low).

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  • RavenX
    ·2025-06-02
    Great article, would you like to share it?
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