This market report provides a regional outlook for Europe, covering company earnings previews, sector specific analysis, and global macroeconomic trends.
Key Takeaways
- 1.Global equity positioning is diverging with US markets rotating to small caps and Nasdaq showing signs of long liquidation, while Europe is softening toward neutral.
- 2.Global headline inflation is expected to reverse from recent peaks as energy inflation unwinds due to retreating oil prices.
Table of Contents
- Top Call
- Must Read
- Company
- Industry
- Strategy & Economics
- Key Rating and Target Price Changes
- Appendix A-1
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Authors
Kate O'SullivanMonique Pollard
Securities
SPM
Themes
Equity PositioningGlobal Inflation
Regions
EuropeGlobalUnited StatesIrelandChina