European stocks have crushed the U.S. — now a big bank is shifting its view - MarketWatch
1. European stocks surge; VGK up 16% as S&P 500 declines. 2. HSBC upgraded Europe stocks' rating to overweight, downgrading U.S. to neutral. 3. Germany's fiscal stimulus expected to drive European market momentum. 4. Tariff threats may improve medium-to-long term stock outlook. 5. Investor allocations favor Europe stocks, indicating market shift.