iShares MSCI Poland ETF

EPOL

Market cap $446M

European stocks are expected to open lower on Tuesday, reversing largely positive sentiment at the start of the week.

European stocks are expected to open mostly higher Monday as markets keep a close eye on a new trade dispute between the U.S. and China.

European stocks are expected to hover around the flatline at the open on Wednesday as markets lack direction during a difficult week.

Unless you pay zero attention to the news, it's likely you know that the political divide between Republicans and Democrats has resulted in a partial shutdown of U.S. government operations. Certain essential operations continue, even though many of the workers doing those jobs are not being paid.

European stocks are expected to open mixed on Tuesday with all eyes on France after the resignation of Prime Minister Sebastien Lecornu.

Now in the home stretch of Q3, international stocks have had a banner year in 2025. Whereas the United States' S&P 500 is currently up 12.7% year to date, the MSCI All World Ex. US ETFs have gained well over 24% in that same span. Italy (EWI) is up over 45% on a year to date basis. That puts it on pace for the ETF's largest annual gain on record (it began trading in March 1996) if it holds.

It has been 225 days since President Trump's Inauguration on January 20th, and the S&P 500 entered today up 8% since the last close before the Inauguration. Speaking of the G7, the US has been the worst market among these seven developed nations since Inauguration Day in January. Along with being the second-best performing country ETF since Inauguration Day, Vietnamhas easily been the best performer since April 8th with a gain of 77.5%.

Economists polled by Reuters had expected the rate to remain unchanged from July, at 2%.

European Central Bank Governing Council Member Joachim Nagel says "the bar is high" to issue another interest rate cut. Speaking to Bloomberg TV's Lisa Abramowicz and Tom Keene, the Bundesbank president said the euro zone is in a “kind of equilibrium,” with inflation and interest rates both at 2%.

The Poland equity ETF has soared 60% so far in 2025, putting it second only to the Greece index fund. I am downgrading EPOL to a hold due to a fair valuation and some cautious signals on the chart. September sometimes features volatility, though the long-term trend remains up.