European Equities Show Signs of Overheating

The video discusses the European market's current trends, highlighting a steep discount compared to the US. The Bank of America survey shows increased interest in the region since 2018. The Stock 600 has seen significant gains, outperforming other indices. However, there are concerns about market overheating, indicated by the relative strength index. Despite this, many investors remain optimistic. The Vanguard Europe fund has seen substantial inflows, but potential risks include global growth softening and Fed policy changes.

What does the Bank of America Fund Manager survey reveal about clients' positions in the region since 2018?

How has the stock 600 performed year to date, and what does this indicate about its performance compared to the S&P 500?

What are the signs of overheating in the market as indicated by the relative strength index?

What factors could lead to increased inflows into the Vanguard Europe fund in the coming months?

What potential risks are mentioned regarding global growth expectations?