GTI Premium Spreadsheet, 10 October 2025
We have always felt that the Global Trends data would be most valuable during times of change in the markets. Rotations, bear markets, changes of geographic leadership...
President Trump has already cooled market fears about Friday's tariff spat with China, but today's spreadsheet offers a window into the likely winners and losers in the next market selloff - whether that is happening now or not. This mainly applies in American stocks this week, as Europe and Asia had closed by the time the trouble began.
There are many new scores of 5 this week, including a swathe of non-US financials. Quality stocks are moving up and out of the bear list, while 22 new stocks join the it.
