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Why US stocks may start beating Europe's market

Traders work on the floor of the New York Stock Exchange.
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The number of negative surprises in U.S. data relative to beats is confoundingly high, at levels last seen in 2012.

But Europe, aided by central bank easing and a weaker currency, has seen economic data surprising to the upside.

Andrew Burkly, institutional equity strategist at Oppenheimer Asset Management, said those trends may be about to change.

"I think the performance gap will begin to close as we move past the weather slowdown in the U.S.," he said in an email. That would mean U.S. stocks may be beneficiaries and European stocks could take a hit.