From Yahoo Finance: 2025-04-18 20:27:00

Goldman Sachs predicts that US exceptionalism in stocks will continue despite the S&P 500’s underperformance this year. US firms’ higher R&D investment drives long-term growth and innovation, with a growth investment ratio nearly double that of global markets. American companies also see a higher return on investment compared to international peers, maintaining US stock market dominance. This contrasts with concerns from other Wall Street firms over President Trump’s trade policies and economic impact. Citi recommends taking profits in US stocks and investing in Chinese stocks, while Morgan Stanley believes a resurgence in US tech stocks could solidify American stock market dominance.



Read more at Yahoo Finance: One big reason US stock market exceptionalism is here to stay