Why Europe Stocks Are Surpassing US Markets in 2026

European stocks have been beating US markets for months, and the gap is widening. In this episode, Lucas and Luna dig into the numbers: the Euro Stoxx 50 is up over 12 percent year-to-date while the S&P 500 has barely gained 3 percent. They explore three key drivers—cheaper valuations, a weaker dollar, and Europe's heavy weighting in sectors like industrials and financials that are outperforming tech this year. Lucas points out that European earnings per share have grown faster than US EPS for the first time since 2018, and Luna highlights how the European Central Bank's rate cuts are boosting domestic demand. They also discuss the risks: French political uncertainty, exposure to China's slowdown, and whether this rotation is sustainable. If you're wondering whether to rebalance your portfolio toward international equities, this episode gives you the data to make that decision. #EuropeanStocks #USMarkets #StockMarketRotation #EuroStoxx50 #S&P500 #ECB #Fed #WeakerDollar #ValueStocks #GrowthStocks #InternationalInvesting #PortfolioDiversification #Economics #GlobalEconomy #Investing #FexingoBusiness #BusinessPodcast #GlobalMarkets Keep every episode free: buymeacoffee.com/fexingo