gCaptain Article: European Firms Fare Better Than Feared Through Early Trade Pain
European firms on the MSCI Europe index are outperforming earnings expectations with 3.8% growth in Q1 2025 versus a forecasted decline of 1.4%. Sectors like pharmaceuticals, banking, and technology are leading the gains, while tariff uncertainty and cautious corporate guidance weigh on sectors such as industrials, discretionary, and shipping. Despite strong earnings surprises, strategists predict weaker overall growth for 2025 due to macroeconomic challenges, trade tensions, and currency fluctuations.
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Original Article from gCaptain | Article Author: Chloe Meley & Michael Msika
gCaptain Article: European Firms Fare Better than Feared Through Early Trade Pain
