Europe
This week, our three screeners cover equity plays in European Banks, US Financials, And US Stocks that are “Grave Diggers”.
Trump’s ceasefire talks are positive for Germany – and so was the German election result. But Trump’s tariffs will hit Germany soon. Investors should use near-term volatility to increase exposure to Germany.
Eurozone banks have quietly outpaced the Magnificent 7—can they keep winning? With strong balance sheets, rising profitability, and structural tailwinds, European lenders still offer value despite short-term risks. Meanwhile, German equities continue to defy expectations, but is a near-term pullback on the horizon?
This week, our three screeners cover equity plays in European Defense, Chinese Tech, and “Boring Stocks”.
