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EUROPE, A PALE COPY OF THE UNITED STATES?
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Estrategia y temas
December 13, 2021
The Euro Stoxx index is underperforming the US S&P 500 once again
Is this fair or, on the contrary, a windfall in anticipation of a catch-up?
The sector breakdown helps explain part of the performance gap
But it is the sales growth that is the key factor
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