LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Remy Cointreau SA

European stock indexes fell on Jan. 20 after U.S. President Donald Trump said there was "no going back" in his demand for control over Greenland, the Financial Times <a href="https://www.ft.com/content/500d9508-72a2-4b04-a225-33adbbf8af78">reported</a>.

European and US stocks collapsed amid Trump's tougher rhetoric 

BHP Group Limited

Tesla, Inc.

Micron Technology, Inc.

AST SpaceMobile, Inc.

State Street Corporation

The Mosaic Company

The PNC Financial Services Group, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: geopolitical escalation in focus

Now the investment bank is betting on the Japanese market

Citi downgraded European stocks due to EU-US conflict over Greenland

The dollar fell, silver and gold hit new all-time highs on Monday, January 19, after U.S. President Donald Trump <a href="https://oninvest.com/article/tramp-ob-avil-o-poslinah-v-otnosenii-vos-mi-stran-evropy-iz-za-grenlandii">threatened</a> eight European countries, including Germany, France and the United Kingdom, with 10 percent duties over the weekend because they opposed his attempts to gain control of Greenland. EU countries, in turn, have begun considering retaliatory measures against the US for up to €93 billion, the Financial Times <a href="https://oninvest.com/article/glavnoe-k-utru-milliardery-b-ut-rekordy-es-gotovit-mery-protiv-ssa-iz-za-grenlandii">reported</a>.

"The dollar suffers most": how markets reacted to the US-EU trade war

BNP Paribas SA

Societe Generale Societe anonyme

Wise Group AB

European banks and fintech services have begun blocking transfers to the accounts of Russians who permanently reside in other countries, even before the decision to include Russia in the list of high-risk countries came into force.  Oninvest is aware of several such cases.

European banks have started blocking Russians' transfers around the world

BAE Systems plc

Leonardo S.p.a.

Airbus SE

Further revaluation of the sector is unlikely due to conflicting geopolitical factors, analysts believe

Europe's rally in defense stocks is nearing a peak, says Deutsche Bank. What to buy?

Heineken N.V.

Смена руководства компании происходит в непростой период для пивоваренной отрасли

Глава Heineken уйдет на фоне давления на спрос. Акции пивоваренной группы упали на 6%

Rheinmetall AG

Saab AB

Thales S.A.

RTX Corporation

AeroVironment, Inc.

Northrop Grumman Corporation

Lockheed Martin Corporation

They have risen for the fifth consecutive day

"Geopolitics isn't going anywhere": defense stocks in Europe hit a high

Capita plc

TUI AG

Key ideas from Morgan Stanley, UBS, Barclays, and others for the new year


European stocks in 2026: what the largest investment banks are betting on

In 2025, emerging market stocks confidently<a href="https://www.marketwatch.com/story/how-emerging-markets-stocks-can-keep-trouncing-the-s-p-500-3717fc49"> outperformed</a> US stocks, which was one of the main surprises of the outgoing year. By December 29, the gap in growth dynamics between the MSCI Emerging Markets (judging by <a href="https://finance.yahoo.com/quote/EEM/">the</a> largest <a href="https://finance.yahoo.com/quote/EEM/">ETF</a> following it) and the S&amp;P 500 exceeded 12 percentage points. This is like a "stretched rubber band," says Arjun Jayaraman of Causeway Capital Management: US stocks have significantly outperformed emerging markets for a long time. And now a correction has occurred.

Investor geography: which countries to look to for promising ideas in 2026 

Ferrari N.V.

Renault SA

Volkswagen AG

Bank of America has bet that some European automakers will be in a favorable position for price gains in 2026 thanks to a likely easing of regulatory rules, CNBC <a href="https://www.cnbc.com/2025/12/15/here-are-bank-of-americas-top-european-auto-picks-for-2026.html">reports</a>. The sector's relatively cheap stocks retain catch-up potential amid a possible revision of CO2 emissions regulations, according to Horst Schneider, head of sector research at BofA. The analyst predicts a traditionally strong first quarter for the sector, followed by a correction and a new upturn by the end of the year.

Ferrari and 4 other companies: BofA names the best stocks in Europe's car industry for 2026

Next week, the European Council will revisit discussions on how it should use frozen Russian assets to support Ukraine. The topic jeopardizes confidence in the euro, economists warn. But Sergey Romanchuk, a financier and member of ACI's Foreign Exchange Committee, believes that the market is not taking this threat seriously yet. There are four reasons for this.