Citi
June 8, 2026
The Point For Europe
Weekly UpdateEquitiesMacro Economic IndicatorsRates CreditHealth CareFinancials
This report provides weekly updates on European and global markets, focusing on sector-specific dynamics including MedTech, telecommunications, and industrial performance. It highlights key macro indicators and upcoming economic policy changes, such as potential US Section 232 tariffs.
Key Takeaways
- 1.Section 232 medical device probes may lead to 25-100% tariffs by August, potentially impacting EU MedTech sector.
- 2.Global manufacturing PMI hit 52.6 in May, supported by AI demand and frontloading of inputs due to Middle East conflict.
- 3.Eurozone growth for 1Q26 was revised down to -0.2%, but underlying data suggests recovery potential, avoiding a full recession.
Table of Contents
- Top Call
- Must Read
- Industry
- Strategy & Economics
- Fixed Income & FX
- Key Rating and Target Price Changes
- Appendix A-1
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Authors
Conor DwyerCharles J ArmitageVeronika DubajovaCarl Murdock-Smith
Securities
SAF.PAAIR.PAPRX.AS
Themes
Tariff/Trade Policy RiskAI Demand ImpactEnergy Transition MetalsResilient Consumer Spending
Regions
EuropeAsia PacificMiddle EastUnited StatesSpainChina