UK & European Research At A Glance

This report provides a summary of daily research across UK and European equity markets, featuring stock initiations, rating revisions, and industry commentary.

Key Takeaways

• 1.US auto demand remains resilient among middle and upper-income consumers, despite signs of BEV uptake slowing.
• 2.UK and European equity strategy remains cautious on cyclicals, with defensives continuing to outperform amid political uncertainty.

Table of Contents

• Premium Research
• Initiations
• Rating Revisions
• Earnings Preview
• Company Comments
• Industry Comments
• Investment Strategy Research
• Quick Takes

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