This daily report provides strategic updates on European markets, featuring upgrades for Bayer and reviews of Q2 performance in the tech and mining sectors.
Key Takeaways
- 1.Bayer upgraded from Hold to Buy following a positive Supreme Court ruling regarding glyphosate litigation.
- 2.Metals & Mining sector update notes a pullback after year-to-date gains due to macro headwinds like US dollar strengthening and softening China data.
- 3.European Investment Banks showed strong momentum in June with total fees rising 14% YoY, led by Equity Capital Markets activity.
Table of Contents
- Top Stories
- Target Price Changes
- Company Updates
- Sector Update
- Strategy / Economics
- Global Focus
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Authors
Jonathan Jayarajan
Securities
BayerSchneider Electric
Themes
AI and Tech MomentumGeopolitical Impact on Markets
Regions
EuropeAsia PacificUnited StatesGermanyChina