The Claims · Open · clock 30 Sep expired · The dollar index printed 99.16 and the ex-US discount stayed open
Half the discount is sector mix
When Analytics24 publishes the sector-adjusted forward P/E gap (by 30 Sep 2026), it is less than 50% of the headline gap.
- Resolves by
- 30 Sep 2026
- Confirm
- Adjusted gap < 0.5 × headline.
- Kill
- Adjusted ≥ 0.5 × headline, the discount is mostly geographic, not compositional.
- Grade
- On publication of the adjusted gap with its method note.
This one grades the framing, not the market.
Grade
Open.