The Kobeissi Letter(@KobeissiLetter):The gap between US earnings growth and the rest of the world has never been wider: Earnings of US companies have grown nearly +1,300% since 1990. By comparison, earnings of global companies excluding the US have risen +500% since 1990. In other words, US earnings growth has been 2.6 times larger than the rest of the world. This comes as global ex-US profit growth has remained roughly unchanged between 2008 and 2025. The US economy is in a league of its own.

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The Kobeissi Letter@KobeissiLetter

2026.09.22 01:12

The gap between US earnings growth and the rest of the world has never been wider: Earnings of US companies have grown nearly +1,300% since 1990. By comparison, earnings of global companies excluding the US have risen +500% since 1990. In other words, US earnings growth has been 2.6 times larger than the rest of the world. This comes as global ex-US profit growth has remained roughly unchanged between 2008 and 2025. The US economy is in a league of its own.