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๐Ÿ”Ž The Rotation Rolls On

๐Ÿ“Š Daily ETF Overview

Last week, we highlighted the relentless rally in Vietnamese equities โ€” a clear sign that risk appetite is broadening across global markets.

That trend is only gaining strength.

In fact, international markets are now logging some of their strongest gains in over a decade.

Just to kick off your week with some perspective: Greek stocks are up over 60% year-to-date, making Greece the top performer on our international list.

We canโ€™t overstate how meaningful this is.

These are markets that have underperformed for decades. Now theyโ€™re breaking out.

When investors start bidding up countries that have long been forgotten, it suggests a powerful shift is underway โ€” one where markets are beginning to price in a much more optimistic future for global risk assets.

Put simply: this continued rotation is wildly bullish.