Yes, earnings are front and centre, but today was a timely reminder just how sensitive the macro landscape is to any sort of positive developments on trade, and news of a Japan / US deal overnight offered a jump scare for shorts, as Autos jumped over +4% at the high to the best sector on the day and helped the Stoxx 600 add +1% and now up on the week. A reminder that the headline risk from tariffs is well and truly alive, and the most important thing about Europe’s move higher today is that it…
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