Weak euro added strength to Europe’s economy
Over most of the past 15 years, it has been Europe’s larger, northern countries that drove Europe’s growth. But in the first quarter, Spain and Portugal were among the fastest-growing Eurozone economies at +0.7%, while France and…

Europe's economic recovery is accompanied by an outlook for corporate earnings growth to rebound from last year's declines to double-digit growth by the fourth quarter.
Earnings for European companies (in orange) are expected by analysts to rebound and outgrow U.S. earnings (in…

Whether it’s in Europe or Japan, Jeffrey Kleintop tells Oliver Renick why he really likes the stock market story overseas and expects the outperformance to continue:

Europe's stock market continues to outperform the S&P 500 since the current bull market began in October 2022.
The gap did narrow during Europe's recession, but has since widened back out again.
The total return of the MSCI EMU Index is outperforming the S&P 500 by about 20…

Investors are not excited about Tech companies beating earnings ... looking at average Tech member's return in excess of S&P 500 when company beats EPS estimates, we're down to -1.5%, which is the worst spread going back to early 2019

Europe's mild recession is over, with growth expected to continue. Valuations for eurozone stocks remain attractive, offering the potential for further price appreciation.
schwab.com/learn/story/re…

90 Second Video on what we are watching that could move the markets this week

Show starting on YouTube in 5...4..3..2..1. I'm ready for your questions.
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Mike's podcast is always worth a listen.
This time I got to sit down with Mike and talk about everything investors need to know right now from TikTok to tariffs and federal spending to the Federal Reserve. Check it out!

Market on Close

▪️ #FOMC meeting takeaways
▪️ Expectations for Fed policy
▪️ Stagflation concerns

Jeffrey Kleintop and Cooper Howard share their insights with Oliver Renick on Schwab Network's Big Picture Panel. 🎥 twitter.com/i/broadcasts/1…

Never gonna regret getting this
#FOMC #Powell #stagflation

Today's Fed statement vs the last one