Weekly Market Strategy Update

This report previews the S&P 500 Q2 2026 earnings season, highlighting a 22% growth projection driven heavily by AI infrastructure investments. It also provides tactical views on European sectors, commodities, and specific company updates across multiple industries.

Key Takeaways

• 1.S&P 500 Q2 earnings growth is expected to hit 22% year-over-year, significantly driven by AI infrastructure investments.
• 2.UK Real Estate presents an interesting valuation opportunity due to historically low valuations relative to the broader market.

Table of Contents

• US Weekly Kickstart
• Europe Weekly Kickstart
• Commodity Views
• Asian Equity Perspectives
• Europe Building Materials
• Top of Mind: An AI job apocalypse?
• DHL Group (DHLn.DE)
• EssilorLuxottica (ESLX.PA)
• Nebius Group (NBIS)
• RWE (RWEG.DE)
• Argenx SE (ARGX.BR)
• Novartis (NOVN.S)
• UCB (UCB.BR)

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