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 sentiment regarding the French election and its impact on the market?

What specific policy related to energy prices was discussed in the context of the UK elections?