UBS reveals top European stocks to watch ahead of Q2 earnings — are you holding any?

UBS strategists anticipate modest growth and mixed results for the second-quarter European earnings season, projecting zero overall growth. Tariff pressures and currency swings are significantly impacting sectors like autos and luxury goods. Despite caution for 2025, optimism exists for a 2026 rebound driven by stimulus and consumer spending, with software and industrials showing resilience.