At mid-Q2 2026 earnings season, 73% of companies beat consensus but 61% lower H2 guidance. Five concrete trades to reposition your portfolio: add European value, trim US growth tech, hold gold.
JPMorgan opens earnings season on July 11. Q2 2026 looks bifurcated: European banks and defence outperform while US tech faces the AI monetisation test. Our complete sector positioning.
JPMorgan ouvre le bal le 11 juillet : la saison des résultats T2 2026 s'annonce bifurquée. Banques européennes et défense surperforment, tech US sous pression des attentes IA. Notre positionnement sectoriel complet.
