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JPM’s Matejka: Stay bullish on domestic over exporter stocks abroad
Investing.com -- JPMorgan’s top strategist Mislav Matejka continues to advocate for a bullish stance on domestic-focused stocks over exporters in international markets, citing their relative insulation from tariff volatility and currency swings.
investing.com·2mo ago
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UBS identifies top European stocks in upcoming Q2 earnings season
Investing.com -- The upcoming second-quarter European earnings season is likely to be shaped by modest expectations and sector divergence, with zero overall growth forecast for the period, according to UBS strategists.
investing.com·2mo ago
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JPMorgan revisits Italian insurers: Lifts Generali to Buy, lowers Poste Italiane
Investing.com -- JPMorgan has revised its view on Italian insurers, upgrading Assicurazioni Generali (BIT:GASI) to Overweight from Neutral and downgrading Poste Italiane (BIT:PST) to Neutral from Overweight.
investing.com·2mo ago
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Morgan Stanley downgrades Poste Italiane to “equal-weight” on limited upside
investing.com·3mo ago

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