US Tech Stocks Continue To Diverge From China, Brazil

US Tech Stocks Continue To Diverge From China, Brazil

Published At: Jul 14, 2024 by Gareth Soloway
US Tech Stocks Continue To Diverge From China, Brazil

Money continues to flood into U.S. equities as stocks like Nvidia, Microsoft and Apple are the favored ones. Tech in China and Brazil have been left behind in an astonishing way.

This gap of markets will usually see a reversion trade, at least historically that has happened.

Ever since the Federal Reserve started quantitative easing, the U.S. markets have shot higher, inflated by easy money policy while other markets have generally been left behind. Probabilities signal a high chance this reverts back, at least somewhat.

Look for China to outperform with Brazil in the second half of the decade as U.S. debt woes increase the issues within the country.

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