Stocks Face Uncertainty Ahead of Inflation Data; Europe and Electric Cars Offer Opportunity

Stocks may lose market leadership ahead of August inflation reports
UBS expects under-the-radar European stocks to soar
Barclays says electrification is a 'mega theme' and names stocks to buy
CNBC's 'Halftime Report' traders answer questions on Nvidia, JNJ, and more
Macro insights key for investing amid economic uncertainty

cnbc.com

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8/14/2023

EWUS: I See Challenges For Small-Cap British Stocks (Rating Downgrade) (BATS:EWUS)

Main financial assets discussed: iShares MSCI United Kingdom Small-Cap ETF (EWUS), iShares MSCI United Kingdom ETF (EWU) Top 3 key points: 1. British equities, both large-cap and small-cap, are undervalued compared to the broader market, but there are valid reasons for their low valuations, including inflation challenges in the United Kingdom. 2. The US stock market rally appears to have legs, with more companies participating, making it less favorable to invest in small-cap UK stocks like EWUS at the moment. 3. EWUS lacks exposure to the Energy sector, which has been performing well recently, making the larger option, iShares MSCI United Kingdom ETF (EWU), more attractive for those seeking British exposure. Recommended actions: **Hold** EWUS. The article suggests downgrading the rating on EWUS to "hold" due to the moderate performance, inflation challenges, and lack of exposure to the Energy sector. It also mentions that large-cap British companies like EWU may be a more viable option.

9/12/2023

JPMorgan Outlines Market Reaction Scenarios for Upcoming CPI Data; Recommends International Stocks Amid Volatility

HSBC has identified its top stocks with potential for substantial gains in the UK, according to a report by Amala Balakrishner. Top tech investor Paul Meeks believes that now is the time to buy tech stocks after a dip, as reported by Weizhen Tan. Schwab's Jeffrey Kleintop suggests that international stocks offer numerous opportunities for investors, as stated by Hakyung Kim.

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Posted 9/8/2023, 7:11:49 PM