According to Deep Tide TechFlow, on May 20, multiple institutions on Wall Street predicted that the European stock market would see its best performance relative to the US stock market in 20 years. A Bloomberg survey indicates that the Stoxx Europe 600 index is expected to close at 554 points by the end of the year.
JPMorgan predicts that the index could reach as high as 580 points, while Citigroup forecasts a 4% increase to 570 points. JPMorgan expects the Stoxx 600 index's performance in 2025 to exceed that of the S&P 500 index by 25 percentage points, setting a historical record.
A Bank of America survey shows that the net proportion of global fund managers overweighting European stocks has reached 35%, while the net allocation to US stocks has dropped to a two-year low.