Europe Equity Research Today's Morning Meeting

J.P. Morgan’s morning meeting report for July 10, 2026, highlights tactical shifts in European mining and steel sectors alongside broader commentary on market volatility.

Key Takeaways

• 1.European Diversified Miners facing cost-inflation risks; Anglo American placed on Negative Catalyst Watch.
• 2.Upgrades for European Steel producers following 50% import tariffs effective 1 July.
• 3.Fundamental investors facing an irrational environment with SMid-cap performance diverging by region.

Table of Contents

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

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