From Financial Modeling Prep: 2025-03-11 03:15:54

JPMorgan analysts warn of ongoing tariff uncertainty as a significant risk for Eurozone markets, noting that economic strength may have been artificially boosted by front-loading orders ahead of tariffs.

Revised outlook for Eurozone following Germany’s fiscal stimulus, prompting a 1% upgrade in GDP growth projections for 2026. JPMorgan neutralizes preference for U.S. equities, citing a more favorable international backdrop.

JPMorgan cautions that Eurozone equity valuations are overbought, with a 15% premium relative to historical norms. Signs of an “activity air pocket” emerging may lead to weaker Q2 labor data, driven by temporary front-loading of orders ahead of tariffs.

Despite headwinds, JPMorgan remains bullish on Construction, Capital Goods, and Banks due to fiscal stimulus. Caution advised on Energy and China-related trades amid evolving policy environment.

Investors can use Financial Growth API for revenue and profit trends analysis, and Historical Earnings API for historical performance data examination amid market uncertainties.

JPMorgan’s revised outlook highlights the need for vigilance amidst tariff uncertainties and fiscal headwinds, emphasizing opportunities in certain sectors while preparing for volatility until clearer economic data emerges.



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