Right now, international stocks are a huge bargain compared to U.S. stocks. Apollo Global Management estimates that the price-to-earnings (P/E) ratio, which measures a stock's price relative to the company's earnings, of U.S. stocks is 40% higher than the P/E ratio for the rest of the world. So U.S. stocks are 40% more expensive than international stocks. The two groups of equities were priced about the same up until about 2015, but the surge in valuations of U.S. tech stocks (think Magnificent Seven sto ...

A new piece of research shows just how well U.S. stocks rise when inflation is receding rather than accelerating. ...

Core Viewpoint - U.S. stocks have experienced a rally, but the decline of the dollar and a slowdown in foreign purchases of Treasurys indicate potential warning signs for the market [1] Group 1: Stock Market Performance - U.S. stocks have shown a significant rally recently, suggesting positive market sentiment [1] Group 2: Currency and Treasury Purchases - The dollar has been sliding, which may impact international investment dynamics [1] - There is a noticeable slowdown in foreign purchases of U.S. Treasurys, raising concerns about demand for U.S. debt [1]

U.S. Stock Market - U.S. stocks traded higher, with the Dow Jones index gaining more than 100 points, up 0.33% to 49,259.65 [1] - The NASDAQ increased by 0.09% to 23,521.63, and the S&P 500 rose 0.26% to 6,933.84 [1] - Materials shares gained 0.8%, while health care stocks dipped by 0.2% [1] Company Earnings - Steel Dynamics Inc reported fourth-quarter earnings of $1.82 per share, missing the analyst consensus estimate of $1.95 per share [2] - The company also reported quarterly sales of $4.414 billion, which fell short of the analyst consensus estimate of $4.575 billion [2] Commodity Market - Oil prices decreased by 0.6% to $60.72, while gold prices increased by 1.8% to $5,068.50 [4] - Silver rose by 8.1% to $109.565, and copper increased by 0.5% to $5.9770 [4] Asian Markets - Asian markets closed mixed, with Japan's Nikkei falling 1.79%, Hong Kong's Hang Seng Index gaining 0.06%, and China's Shanghai Composite declining 0.09% [6] Stock Movements - Battalion Oil Corp shares surged 379% to $6.13 after switching gas processing partners and boosting production [8] - Brand Engagement Network Inc shares increased by 196% to $48.79 following a strategic partnership announcement [8] - Gaxos.ai Inc shares rose 76% to $1.97, while Mingteng International Corp shares dropped 36% to $2.16 [8] - CN ENERGY GROUP Inc shares fell 35% to $0.52 due to a Nasdaq delisting determination [8] - 60 Degrees Pharmaceuticals Inc shares decreased by 23% to $3.52 after a 10% drop on Friday [8] Economic Indicators - U.S. durable-goods orders rose 5.3% month-over-month in November, surpassing market estimates of a 3.7% increase [9]

Core Viewpoint - The Dow Transports are reaching new highs in conjunction with the Dow Industrials, which historically indicates a bullish trend for U.S. stocks [1] Group 1 - The performance of the Dow Transports is positively correlated with the Dow Industrials, suggesting a strong market sentiment [1] - Historical data shows that when both indices rise together, it often leads to further gains in the broader U.S. stock market [1]

Core Viewpoint - U.S. stocks experienced an upward movement on Friday, driven by the December jobs report which alleviated concerns regarding the U.S. labor market [1] Group 1 - The December jobs report contributed to a positive sentiment in the stock market, indicating a stable labor market [1] - The report helped to quiet fears about potential economic downturns related to employment figures [1]

Core Viewpoint - Valuation indicators for U.S. stocks are currently extremely bearish, suggesting a negative outlook for the market. In contrast, non-U.S. stocks present a more favorable investment opportunity [1] Group 1 - U.S. stock valuations are at a low point, indicating potential challenges for investors [1] - Non-U.S. stocks are highlighted as a better investment option compared to their U.S. counterparts [1]

Core Viewpoint - Investing in non-U.S. stock markets has yielded significantly higher returns this year compared to U.S. markets, suggesting a shift in investment strategy may be beneficial [1] Group 1: Investment Performance - Non-U.S. stock markets have outperformed U.S. markets, indicating a potential opportunity for investors to diversify their portfolios [1] - Specific ETFs focused on international markets are highlighted as worthy considerations for investment [1] Group 2: Market Trends - The article emphasizes the growing trend of investors looking beyond U.S. equities to capture better returns in global markets [1] - It suggests that the current economic climate may favor international investments over domestic ones [1]

Core Viewpoint - The U.S. stock market began December negatively, with the S&P 500 experiencing a shaky start after a significant rebound last week that had previously erased its November losses [1] Group 1 - The S&P 500 index is showing a decline as it enters December [1] - The market's performance last week was notable for a substantial bounce that helped recover losses from November [1]

Core Viewpoint - U.S. stocks experienced a rally for the fourth consecutive day, recovering all losses from the previous week ahead of the Thanksgiving holiday [1] Group 1 - The stock market's recovery indicates positive investor sentiment and market resilience [1] - The rally suggests that investors are optimistic about economic conditions as the holiday season approaches [1]