US Stocks are still weak in CAPR, but the strong trends of its neighbours (Canada and Mexico) are starting to fade too. Spain, Italy, and South Korea continue their strong momentum, while South East Asia remains especially weak. Consumer defensive stocks are struggling, reflecting a broadly bullish market sentiment, while global tech stocks are staging a slow and steady comeback.
Read next
GTI Premium Spreadsheet, 7 Nov 2025
The US government shutdown is likely to end soon, and stocks will rally into the anticipated liquidity injection. Last week
GTI Premium Spreadsheet, 31 Oct 2025
The divergence within global stockmarkets is extreme. The leadership is narrow, comprising big tech, gas turbines, and a little copper
GTI Premium Spreadsheet, 24 Oct 2025
It might be making all the headlines, but the US is broadly underperferming the world index, and was the weakest