
Macro in Europe and results
août 11, 2022 | Gestion d’actifs Global Alpha Ltée
Equities have rallied since the low point in June but several headwinds remain, including a slower economic outlook, tightened financial conditions, and the end of the reopening dynamics coupled with an uncertain gas supply in Europe. Here are some thoughts regarding the European economic landscape and fundamentals behind companies having reported their half year financial results: The majority of European companies have reported their first half results. The levels of earnings beats remains very high. Indeed, the magnitudes of these […]