There Are 2 Huge Lessons In Today's Market

There are two huge lessons in today’s market.

First, here’s a look at SPY (the S&P 500 ETF) vs. EFA (the foreign big caps ETF). The US is outperforming nicely.




And domestically, the homebuilder ETF XHB is outperforming the broader US market.

So here’s XHB vs. SPY:



So the lessons are: The US is outperforming the rest of the world, and within the US, the optimism is really centered around housing.

NOW WATCH: Money & Markets videos

Want to read a more in-depth view on the trends influencing Australian business and the global economy? BI / Research is designed to help executives and industry leaders understand the major challenges and opportunities for industry, technology, strategy and the economy in the future. Sign up for free at

Tagged In

housing moneygame-us