Europe Equity Research Today's Morning Meeting

This report provides a daily update on European equity strategy, highlighting a bullish outlook for the second half of 2026 alongside corporate updates on M&A deals and sector catalysts.

Key Takeaways

• 1.Europe is expected to break out to fresh highs in the second half of 2026, supported by potential Fed dovishness, lower oil prices, and possible China recovery.
• 2.A Memorandum of Understanding for the acquisition of SFR has been confirmed, with synergies estimated at €2bn.
• 3.Prudential Plc shares look inexpensive despite bear case concerns surrounding Chinese cross-border flows and regulatory impacts in Hong Kong.

Table of Contents

• Today's Morning Meeting
• Also Published Today
• Sector Research
• Strategy, Macro, Economics & Sustainable Investing Research
• In Case You Missed It... Trending in the Last Month
• Key Changes
• JPM Events
• Upcoming Earnings