Euro Equities Have Lost Their Va-Va-Voom

Published on April 28, 2026

European stocks started the year much stronger than their US peers but the tantalizing prospect of the euro area clawing back some of its persistent gap in earnings growth, and the higher company valuations that come with it, looks to have slipped through its grasp again.

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This Chip Supercycle Has One Collective Blind Spot

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The chip industry seems to be the only game in town lately. The Philadelphia Semiconductor Index, known as the SOX, has risen 48% this year. Bourses in Taiwan, South Korea and Japan are riding the wave and hitting record highs, brushing away potential energy shocks from the military conflict over Iran.

BlackRock Targets the Idle Cash Piling Up on Crypto Exchanges

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