Vincent Juvyns, chief investment strategist at ING Belgium SA: "The enthusiasm for European stocks in the first quarter has faded. It now appears to be an anomaly. The US market has clearly regained the upper hand. A quarter of European companies' earnings come from the US, and increased tariffs are bound to take a toll in the coming quarters."FXBus

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2025-08-02 01:17:13

Vincent Juvyns, chief investment strategist at ING Belgium SA: "The enthusiasm for European stocks in the first quarter has faded. It now appears to be an anomaly. The US market has clearly regained the upper hand. A quarter of European companies' earnings come from the US, and increased tariffs are bound to take a toll in the coming quarters."

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