Citi
July 13, 2026
The Point for Europe
Daily UpdateCommoditiesEquitiesRates Govt BondsHealth CareInformation Technology
This report highlights the shift towards 'broadening' performance in global equity markets for 2H26, balancing Tech-heavy growth with cyclical sector recoveries. It also provides specific company updates, including Deutsche Telekom and Novo Nordisk, and discusses regional economic indicators.
Key Takeaways
- 1.Global equities show potential for performance 'broadening' in 2H26 as reliance on Tech leadership is challenged by cyclical macro improvements.
- 2.The European steel sector expects EBITDA acceleration in Q2'26, driven by higher steel pricing and improved shipment volumes from new TRQ implementations.
Table of Contents
- Top Call
- Must Read
- Company
- Industry
- Strategy & Economics
- Commodities
- Fixed Income & FX
- Key Rating and Target Price Changes
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Authors
Beata M Manthey, Ph.D.David GromanNikhil N Jadhav, CFAScott T Chronert
Securities
DTEGn.DENOVOb.CO
Themes
AI Infrastructure ScarcityEquity Market Broadening
Regions
EuropeAsia PacificUnited StatesJapanGermany