EUFN: iShares MSCI Europe Financials ETF

SeekingAlpha

EUFN: Room For Further Valuation Re-Rating

SeekingAlpha

As trade and economic uncertainty weighs on Wall Street, European markets have been enjoying somewhat of a resurgence. TD Asset Management's Michael Brown discusses potential opportunities.

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Commerzbank: ROTE Target Increased To 15% In 2028 (Rating Downgrade)

Yahoo

Long-term thematic investments have become a focus, particularly in European (EUFN, FEZ, EUAD) and Asian markets. TPW Advisory founder Jay Pelosky joins Market Domination to discuss this shift and the importance of understanding these trends. "We are at the beginning of a secular change in global equity leadership away from the United States, which has been the dominant market since the great financial crisis bottomed 15-plus years ago to the rest of the world," Pelosky says. Pelosky explains that "fiscal stimulus" is moving from the US to other parts of the world, which means that "the bull market is moving — globalizing — to non-US leadership." He further highlights that any pullbacks in Europe are opportunities and "should be bought." "If there is a permanent ceasefire in Ukraine ... the reconstruction of that country will be extremely beneficial to the infrastructure sector in Europe, which is already benefiting from tremendous spending that's going to come down the pike over the next three to five years in defense and in AI," Pelosky adds. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch

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The market was down 3.1% for the week and down 2.9% YTD. We are now back to where we started on election day in November 2024. Click to read.

SeekingAlpha

As tariff threats - real or threatened - ratchet up, and weakness in consumer spending hits the tape, investors pulled back from equities and sought safety in Treasury bonds. Click to read.