Despite tariff fears European stocks have outperformed Wall Street this year. Here’s why UBS thinks that will continue. - MarketWatch
1. SXXP closed at a record high, up 9.1% this year. 2. Valuation gap favors European stocks, with SXXP's P/E ratio at 14.3. 3. UBS sees improving earnings revisions for Europe, suggesting strong potential. 4. Cease-fire in Ukraine could lower energy prices, benefiting European stocks. 5. Interest rate cuts and fiscal easing may bolster European markets significantly.