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UBS tells clients to consider Asia and Europe as stocks hit new highs
Investing.com -- UBS said in a note Tuesday that investors should broaden their exposure to international equities as U.S. markets continue their upward streak and valuations begin to look stretched.
investing.com·2mo ago
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Earnings replacing tariffs as the primary focus for investors: Barclays
Investing.com -- Investor attention is shifting from geopolitics to corporate fundamentals as earnings begin to eclipse tariffs as the primary market catalyst, according to Barclays.
investing.com·2mo ago
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EU stocks poised for breakout as tariff fears ease: Barclays
Investing.com -- Easing tariff concerns could fuel a breakout in European equities after months of market stagnation, according to Barclays analysts. 
investing.com·2mo ago
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BofA on European earnings: Upside surprise to low expectations
Investing.com -- Second-quarter earnings for European companies have come in ahead of expectations, with financials and U.S.-exposed sectors leading the surprise, Bank of America (BofA) analysts said.
investing.com·2mo ago
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European stocks muted as traders assess earnings, crunch trade talks
Investing.com - European stocks were subdued on Monday, as investors assess a range of corporate earnings and ongoing trade negotiations between the U.S. and the European Union.
investing.com·2mo ago
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Barclays warns: ’Negative summer seasonality’ is looming
Investing.com -- Barclays is warning that markets face “negative summer seasonality,” as August and September typically bring elevated volatility, with policy uncertainty and rising rates adding to investor unease.
investing.com·2mo ago
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Could renewed US fiscal stimulus shield markets from rising tariff risk?
Investing.com -- The potential for near-term U.S. fiscal support may help cushion markets against escalating trade tensions, according to analysts at Bank of America.
investing.com·2mo ago
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BofA survey: Investors more bullish on EU equities, U.S. growth expected to slow
Investing.com -- European fund managers have grown more optimistic about the region’s growth and equities outlook, with a clear tilt away from the U.S. as confidence in its economic momentum wanes, according to Bank of America Securities’ latest monthly survey.
investing.com·2mo ago
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Jefferies downgrades Hermès to “hold” on FX impact, slower growth
investing.com·2mo ago
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STOXX Europe 600: UBS weighs in as index hits its 2025 price target
Investing.com -- The STOXX 600 index has reached UBS’s 2025 price target of 550, prompting the bank to weigh in on the outlook for the region’s equities. UBS strategists reiterated a neutral stance on the index at current levels, but see potential for upside into 2026.
investing.com·2mo ago

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