Europe (SX5E) is lagging the US (SPX). The German government collapse seems to be keeping a lid on markets. I am reading that policy uncertainty is the reason. Also, my headlines indicate that Trump is going to continue an America first policy.
If there is a divergence in trans-Atlantic regulatory regimes that benefit the US, perhaps I should be adding US exposure rather than European blue-chip exposure.
My momentum signal indicates that I should be careful about adding exposure.
I am not providing you with investment advice. Do your research and make your own investment decisions.I am not encouraging you to, nor asking you to trade.You will see at most two sentences that tell you how I am positioned, and/or maybe how I have traded.