The Point for Europe

This report covers the European market outlook, focusing on Q2 2026 earnings previews for the mining, paper, packaging, and technology sectors. It highlights ongoing challenges related to inflation, supply chain bottlenecks, and weak demand in China.

Key Takeaways

• 1.European miners anticipate modest Q2'26 operational recovery with production skewed towards H2'26.
• 2.Rising input costs and inflation are pressuring European paper and packaging margins in 2Q26.
• 3.Airbus June deliveries of 89 aircraft marks the highest non-December month, helping the company reach 40.3% of its FY target.

Table of Contents

• Top Call
• Must Read
• Company
• Industry
• Strategy & Economics
• Commodities
• Key Rating and Target Price Changes

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