Trump fees pay global stocks to historical superiority over Wall Street

Customs imposed by US President Donald Trump give a strong boost to the global stock markets, and at the same time help end the US S&P 500 index in the global markets, at least at the moment. International stock markets tend to perform this year in their performance over the General American Index, for the first time since 2022, and for the first time in a rising market since 2009. The main reason is to fear that customs fees and the state of commercial uncertainty have an excessive influence on the growth of US businesses. Global stocks have fared better than the MSCI index, with the exception of the United States, so far in 2025 by 18%, which clearly exceeds the gains of the S&P 500 index of only 7.8%. The reasons for this excellence in the individual performance of countries can be seen, as the most important stock market index in Mexico increased by 18%this year, Canada 12%, Germany by 21%, 26%, with 14%in Brazil, and the UK 11%. Read more: Trump -doean duties across Europe and Mexico put these shares in the circle of danger. This is a sharp reflection after years of strong profits for the shares of US businesses, recently lined by huge technology companies and artificial intelligence hope, in exchange for a relatively slower performance of their global counterparts, which has made shares on the market outside the United States relatively cheaper. “Sometimes the biggest profits come from the opportunities to be restored,” Chief Strategic Expert Craig Bessenger said in an interview. He added that the evaluation gap between the US market and the international markets is ‘historically wide’, and that investors have excessive investments in the United States and have incomplete investments in other markets. He explained that this trend is starting to reflect this year, and it could accelerate with the entry of Trump’s customs duties this month, while commercial partners in Canada, Europe, Japan and other places to implement friendly reforms for investors and improve their local growth. Also read: With the entry into force of the fees .. What does Trump’s customs dreams have on the ground? He said: “The rate of change is important in the markets, and it seems that international markets are generally more attractive to investors.” He emphasized that “America is still the golden standard, but if the gap decreases, the evaluation gap can also shrink.” The profits of Europe and Japan for his part, David Lambert, general manager and head of the European Equal Stock Unit at RBC Global Asset Management, believes that the prospects for the growth of the profits of European and Japan businesses’ are ‘very low’. He added: “We are actually in an era in which profit growth can be a gradual increase in medium term. There is nothing to prevent a gradual re -evaluation of shares in the coming years, which exceeds those we are today.” Asian stocks are rising under the leadership of Japan, amid a decline in tension with Washington … More details here and Lambert alone are not considered in this appreciation; In June, Bofa Securities showed that 54% of fund managers expect international shares to achieve best performance among all assets over the next five years, compared to only 23% of those who believe that US stocks will lead. David Groman, director of the global stock strategy team in “City Reservation”, says the main reason for this optimism is Trump’s fees, which is expected to cause more damage to US companies’ profits compared to their peers in Europe or Japan. He explained that Europe is currently in terms of value -based performance and momentum, and in a recent memorandum shows clients that markets such as Europe or Japan give investors more clearly about the potential impact of customs duties on profits. He explained: “Markets like Europe have already set a negative result in terms of customs duties, and the actual result could be better than expected.” However, global markets are damaged; Some strategic experts warn that damage to the US market is going to other markets around the world. Emily Roland and Matthew Missin, a wonderful strategy expert to invest in “Manulife John Hancock”, wrote in a recent memo to clients: “Every time in history, America saw a recession that brought along a slowdown in the rest of the world.” Also read: Wall Street stabilizes record levels amid warnings about assessments, but Bessenger believes that moving US stocks to its global counterparts may be a ‘long -term story’, and explains: ‘Investors currently have an extra part of US stocks.’