Market Navigation Reports

Monthly multi-asset Market Navigation research reports to help investment decision
formulation, covering global markets performance and market drivers and trends

Market Drivers Report February 2025

A paradox-widening gap in US/European macro data but significant underperformance of US equities vs Europe so far in 2025

US lagging non-US equities so far in 2025 but FT Wilshire 5000 hits new all-time high in February
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