U.S. Stocks Are Struggling. The Case to Pivot to Europe.

U.S. Stocks Are Struggling. The Case to Pivot to Europe.

U.S. stocks are struggling this year, with investors fretting that President Donald Trump's tariffs volition trigger a flare-up successful ostentation and resistance down growth. But it's been a antithetic communicative crossed the Atlantic.

While the S&P 500 is down 3.6% successful 2025, Europe's flagship Stoxx 600 scale has gained 8.4%, powered higher by beardown net and the anticipation that a ceasefire woody successful Ukraine volition thrust up defence spending crossed the continent.

Deutsche Bank analysts led by Maximilian Uleer said Monday that they're expecting European stocks' beardown tally to transportation on.