Tilting portfolios toward global equities ex-US continues to post solid results for investment strategies this year, based on a set of ETFs through Tuesday’s close (Sep. 9). Leadership has switched back in favor of American shares in recent months, but so far foreign stocks remain well ahead of US stocks for the year-to-date comparison.
Daily Archives: September 10, 2025
Macro Briefing: 10 September 2025
US employers added 911,000 fewer jobs during the 12 months through March, according to preliminary data from the Labor Department. The annual revision shows that the jobs market had been growing at a slower pace than previously estimated. “The slower job creation implies income growth was also on a softer footing even prior to the recent rise in policy uncertainty and economic slowdown we’ve seen since the spring,” said Oren Klachkin, market economist at Nationwide Financial. “This should give the Fed more impetus to restart its cutting cycle.”
