StreetInsider.com News Articles

Can French stocks rebound despite persistent political risks? JPM weighs in

Mon, 26 Oct 2026 07:56:39 -0400

Investing.com -- France’s political backdrop remains "challenging" ahead of next year’s elections, JPMorgan strategists say, but they argue investor sentiment has become so downbeat that select French-exposed stocks could see a relief bounce.

Strategists led by Mislav Matejka said difficult decisions are needed to stabilize France’s deficit, though little positive progress is likely before next year’s April-June presidential and parliamentary elections, with "further slippage probable in the interim."

A real concern is that even after the elections, "the ability of whoever is in charge to deliver the necessary consolidation might be constrained," the strategists said, adding that "the parallels with Italy 2022

Can French stocks rebound despite persistent political risks? JPM weighs in

Mon, 26 Oct 2026 07:56:39 -0400

European shares slip as French fiscal turmoil drives weekly loss

Fri, 23 Oct 2026 06:07:24 -0400

Investing.com - European shares slipped on Friday and were on track to wrap up the week with losses exceeding 1%, as escalating civil unrest in France and mounting market anxieties over the massive debt financing required for artificial intelligence infrastructure drove a broad-based flight to safe-haven sovereign bonds.

The pan-European STOXX 600 index fell 0.1% in Friday trading, leaving the regional benchmark on course for a 1% weekly decline as cross-asset trading desks pared exposure to continental risk assets.

France’s CAC 40 index fell 0.5% on the day, putting it on track for a near 2% weekly drop after logging its sharpest

European shares slip as French fiscal turmoil drives weekly loss

Fri, 23 Oct 2026 06:07:24 -0400

The pan-European STOXX 600 index fell 0.1% in Friday trading, leaving the regional benchmark on course for a 1% weekly decline as cross-asset trading desks pared exposure to continental risk assets.

France’s CAC 40 index fell 0.5% on the day, putting it on track for a near 2% weekly drop after logging its sharpest

Can broadening earnings growth sustain the equity upcycle? JPM weighs in

Mon, 12 Oct 2026 07:27:15 -0400

Investing.com -- Third-quarter earnings should reassure investors, JPMorgan strategists say, with earnings strength broadening beyond AI, though many investors worry that results will underwhelm after weeks of market volatility.

Strategists led by Mislav Matejka said that while investors have a constructive view on earnings, "we believe that earnings will be a support for the market." The team said expectations look elevated at face value but are more reasonable beneath the surface.

For the S&P 500, consensus expects Q3 EPS growth of 24%, according to IBES. FactSet and LSEG are at 30%, due to an adjustment for a one-off tax charge

Can broadening earnings growth sustain the equity upcycle? JPM weighs in

Mon, 12 Oct 2026 07:27:15 -0400

For the S&P 500, consensus expects Q3 EPS growth of 24%, according to IBES. FactSet and LSEG are at 30%, due to an adjustment for a one-off tax charge

Can broadening earnings growth sustain the equity upcycle? JPM weighs in

Mon, 12 Oct 2026 07:27:15 -0400

For the S&P 500, consensus expects Q3 EPS growth of 24%, according to IBES. FactSet and LSEG are at 30%, due to an adjustment for a one-off tax charge

Can broadening earnings growth sustain the equity upcycle? JPM weighs in

Mon, 12 Oct 2026 07:27:15 -0400

For the S&P 500, consensus expects Q3 EPS growth of 24%, according to IBES. FactSet and LSEG are at 30%, due to an adjustment for a one-off tax charge

European stocks post slim gains as markets assess US-Iran fallout

Wed, 10 Jun 2026 06:03:44 -0400

Investing.com - European stocks opened marginally higher on Wednesday as markets assessed fresh strikes by the U.S against Iran, ahead of a closely watched U.S. inflation report.

The pan-European STOXX 600 rose 0.16% by 03:03 ET (0700 GMT). Germany’s DAX was up 0.4%, France’s CAC 40 ticked up 0.2%, while Italy’s FTSE MIB marched 0.5% higher after touching a record high in the previous session. London’s FTSE 100 was flat.

Risk sentiment remained cautious after the U.S. launched fresh strikes on Iran, following President Donald Trump’s claim that Tehran had downed a U.S. helicopter in the Strait of Hormuz.

The renewed escalation came just a day

FTSE 100 today: Stocks fall as house prices stall and Hormuz risks mount

Fri, 05 Jun 2026 06:49:10 -0400

Investing.com -- British stocks edged lower on Friday trading as a fresh batch of domestic data underscored the weight of Middle East uncertainty on the UK economy, with the Halifax House Price Index showing average property values slipping for a second consecutive month to £298,806 in May, down 0.1% on the month and up just 0.5% on the year.

As of 03:20 ET (07:20 GMT), the FTSE 100 dipped 0.23%, while sterling held broadly steady at 1.3439 against the dollar, up just 0.08%. Germany’s DAX was down 0.34%, while France’s CAC 40 slipped by 0.07%.

The Halifax data provided the session’s

FTSE 100 today: Stocks fall as house prices stall and Hormuz risks mount

Fri, 05 Jun 2026 06:49:10 -0400

The Halifax data provided the session’s

U.S. futures fall, oil rises, Trump departs Beijing - what’s moving markets

Fri, 15 May 2026 06:04:01 -0400

Investing.com-- Global markets turned risk-off on Friday as a sharp selloff in South Korean equities dragged technology stocks lower across regions, while oil prices climbed on renewed concerns over disruptions in the Strait of Hormuz.

"Markets have lost momentum after President Trump said the US doesn’t need the Strait of Hormuz open ‘at all’," Deutsche Bank strategists said in a morning note.

Bond yields also moved higher globally amid rising inflation

European oil and defense stocks slip amid Israel-Iran ceasefire