On Eurozone Stocks, BOJ Policy& More On AI Stocks

Eurozone stock markets have been performing well and sport much lower valuations than the US stock market. But their valuations are lower partly for index composition reasons, Eric explains, and we still have plenty of economic and political concerns about the region. So we don’t recommend rotating into Eurozone stocks, preferring our Stay Home investment stance. … Also: Melissa discusses the markets’ reactions to the Bank of Japan’s recent rate hike and the likely path of Japanese interest rates looking ahead. …  And: Now that DeepSeek has rocked the world of AI and taken a chunk out of the Magnificent-7’s collective valuation, Joe asks: Is it time for the S&P 493 and the Equal-Weight S&P 500 to shine?