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Story perspectives

European Stocks Surge as Investors Shift from US

5/24/2025

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Story summary
  • International investors increasingly favor European equities, with 36% choosing Europe for 2025.
  • A JPMorgan survey of 700 investors reveals mixed sentiments about the US economy, prompting caution.
  • The Stoxx Europe 600 has gained 7% this year, contrasting with a 1% decline in the S&P 500.
  • Analysts from Morgan Stanley and Goldman Sachs anticipate ongoing strength in the US market despite volatility.