Policy Reactions Narrow Global Growth Gaps
Source: SeekingAlpha
2025-07-29 05:18:00 ET
The first half of 2025 generated plenty of news flow to worry about, including tariffs, wars, and the DeepSeek ( DEEPSEEK ) moment. Yet, equity markets performed well: developed markets outside the United States returned more than 17%, while the broader U.S. indices returned just shy of 6%, reversing a trend of U.S. dominance over the last several years (see chart below)....
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Policy Reactions Narrow Global Growth Gaps
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