What to Expect From European Earnings Amid Brexit

The video discusses the market sentiment in 2017, highlighting the initial bullish outlook and subsequent earnings upgrades in Europe. It analyzes European economic indicators, such as industrial production and PMI, showing strong performance. A comparison between Stock 600 and S&P 500 reveals valuation disparities and equity return differences. The impact of the French election on market stability and corporate actions is examined, noting increased M&A activity. Finally, the video addresses Brexit specifics, including the energy price cap policy and its market implications.

What was the projected earnings growth for Europe in 2017 as discussed in the video?

• 10%

• 25%

• 15%

• 20%

How did US stocks perform compared to European stocks after the downturn?

• Both recovered at the same pace

• US stocks took longer to recover

• European stocks rebounded faster

• US stocks rebounded quickly

What was the market's reaction to the French election according to the video?

• No significant impact

• Decline in stock prices

• Increased volatility

• Stability and confidence

What policy change was proposed by the Conservative Party in the UK?

• Increase in corporate taxes

• Energy price cap

• Reduction in VAT

• Increase in minimum wage

Which companies were mentioned as being affected by the energy price cap rumors?

• Barclays and HSBC

• Tesco and Sainsbury's

• BP and Shell

• Centrica and Scottish and Southern Energy