🚨This is truly UNPRECEDENTED: European stocks have outperformed the US equities in Dollar terms by the biggest margin on RECORD. The Euro Stoxx 600 has outperformed the S&P 500 by 17 percentage points in US Dollar terms in Q1 2025. MASSIVE..(click)👇 https://t.co/dinV37udhs
Just to put recent outperformance of European equities in historical perspective. Don’t get overexcited folks. Chart @AugurInfinity https://t.co/Y4TiEvCGe1
The European stock rally this year is just a huge rally of (a) European Defence stocks and (b) a massive rally of some of the worst managed Banks in the world, now trading at a smaller discount to book value. Soc Gen 🇫🇷 +53% YTD. A Price/Book value investor wet dream come true. https://t.co/etmYUBfMzq





European equities have experienced a remarkable rally in the first quarter of 2025, with the pan-European Stoxx 600 index outperforming the S&P 500 by nearly 14 percentage points in dollar terms, marking a record outperformance. The Stoxx 600 has shown a year-to-date lead of 9.8%, its largest quarterly advantage since 2015. This surge has been driven primarily by European defense stocks and a significant rebound in poorly managed banks, with Société Générale's shares rising 53% year-to-date. Overall, European stocks have outperformed U.S. equities by the largest margin on record, with a 17 percentage point lead over the S&P 500 in Q1 2025. Investors are actively looking to increase their positions in this historic quarter of performance.