European equities are catching a constructive bid today, according to freshly published research.
One published view sees the DAX opening around 0.5% higher, putting its 26,573 record within striking distance. That call rests on strong corporate earnings and the fact that inflation hasn't reignited despite elevated energy prices — pre-market broker indications already point to a gap-up open.
On UK equities, a contrarian thread of recent research argues the FTSE 100 case is stronger than sentiment suggests. The consensus has been overly gloomy, yet medium-term returns have quietly tracked the S&P 500 closely. Analysts in this camp add that if the UK's high savings rate moderates, it could unlock a domestic demand tailwind — a low bar for expectations paired with resilient fundamentals.
On single names, a tactical note flags SMA Solar: the stock has re-established its uptrend from late 2024, and a recent earnings release has reignited momentum, with the next technical resistance level now in focus as a potential catalyst.