jeandit75

The Market Ends a Round Trip, What Next?

I am not sure I understand your point but trying to call the next move I would say that the "decoupling" effect is definitely not going to happen and so I would say that the U.S. should emerge first out of this recession. This means there should be room for further US market to outperform the rest of the world. The only caveat to this story is what happens to the USD and its role as the world sole reserve currency. In the event that China switches its growth plan from export to promoting domestic consumption, there is the possibility that the USD ends-up losing its role. Then, your guess is as good as mine but this would not bode well for US stocks.