European Market

Markets now face a tougher trade-off as resilient growth supports earnings while sticky inflation and higher rates raise the bar for risk assets.

Sticky inflation and a worsening oil supply shock are pushing global markets towards a broader tightening cycle.

Strong US growth, an energy-driven inflation shock and rising global bond yields are keeping markets resilient but increasingly vulnerable to a renewed round of central-bank tightening.

Strong AI earnings are supporting markets, but sticky inflation, higher oil prices and renewed central-bank tightening are making the path for equities increasingly unforgiving.

Resilient growth, rising yields and energy risks are putting increasingly expensive markets under pressure.

The GER30’s global giants are powering it to record highs, but stretched momentum suggests the bulls may need a breather.

The H1 2026 earnings illustrated the severe challenges facing the European auto industry, but also offered indications that turnaround plans are working.

Burnham may lift sterling sentiment, but fiscal credibility, relative rates and global risks will determine GBPUSD’s direction.

Five questions will decide whether markets can keep climbing, or whether today’s assumptions begin to crack.

This week’s setups lean more risk-on, shifting from recent defensive positioning as market sentiment improves. However, the outlook remains fragile, and any escalation in geopolitical tensions could quickly reverse this stance and push us back toward a more cautious approach.