
According to recent analyses, the U.S. economy is experiencing a notable post-pandemic boom, outperforming global counterparts. A report from JPMorgan highlights that the U.S. economy has exceeded its pre-COVID potential by 4%, while other nations have seen a decline of 1%. This widening growth gap is particularly pronounced with China, which is experiencing the most significant slowdown. The S&P 500 has demonstrated remarkable performance, with its next twelve months earnings per share (NTM EPS) increasing by 245% since December 31, 2009, in stark contrast to MSCI China's flat earnings over the same period. Analysts suggest that this trend underscores the reality of U.S. exceptionalism in capital markets, with many investors viewing the U.S. as the optimal path for investment returns over the past decade. Marc Andreessen characterizes the U.S. economy as “an economic coiled spring,” projecting a minimum growth rate of 4% moving forward, fueled by strong business sentiment and consumer confidence.
A renewed sense of optimism is energizing the US economy, driven by strong business sentiment, confident consumers, and an upbeat corporate sector. Marc Andreesen describes America as “an economic coiled spring,” projecting the US economy to grow at a minimum of 4 percent…
From @StrategasRP: "S&P NTM EPS are up 245% since 12/31/09 while MSCI China NTM EPS are roughly flat. To no surprise, MSCI China has essentially been flat for 15 years while the S&P 500 is up more than 4X. U.S. exceptionalism is more than a narrative, it’s been reality." https://t.co/LNFLbYYq8B
🇺🇸 is in the early stages of an economic boom https://t.co/rwsaAZS52e




