Global stocks beat U.S. markets as 'Ex-America' trade starts 2026

Market Intelligence Analysis

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Why This Matters

Global stocks are outperforming U.S. markets, marking the widest margin since 1995, due to the 'Ex-America' trade. This trend suggests a shift in investor sentiment towards international markets. The cause of this trend is unclear but may be attributed to various factors.

Market Impact

Market impact analysis based on bearish sentiment with 75% confidence.

Sentiment
Bearish
AI Confidence
75%
Time Horizon
Short Term

Article Context

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Global stocks are beating the U.S. by the widest margin since 1995. What's behind the "Ex-America" trade?

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Full article on Yahoo Finance
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Original article published by Yahoo Finance on February 18, 2026.
Analysis and insights provided by AnalystMarkets AI.