Europe First to Market: J.P. Morgan Daily Equity Strategy Update

Key Takeaways

• 1.J.P. Morgan remains constructive on European equities despite recent market volatility, citing rising earnings and potential for ECB rate moderation.
• 2.Shareholder activism in Europe is expected to accelerate, driven by persistent valuation discounts compared to US peers and regulatory reforms.
• 3.The automotive sector is integrating Humanoid technology across its value chain, identifying regional winners.

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
• Rating Changes
• Price Target Changes
• EPS Estimate Changes
• JPM Events
• Conferences
• Upcoming Earnings

Report data

Europe First to Market

Reports in this series

Europe First to Market is shown in chronological order through this edition, published on July 27, 2026.

Part of the Europe First to Market series — view all 49 editions

Looking for the latest edition? JPM Europe Equity Research | Today’s Morning Meeting (Sep 24, 2026)

1. Jul 2Europe Equity Research Europe First to Market
2. Jul 3JPM Europe Equity Research Europe First to Market
3. Jul 7JPM Europe Equity Research Europe First to Market
4. Jul 21JPM Europe Equity Research Today’s Morning Meeting