Market turnaround – Europe strong, US stocks under pressure
European equities outperform temporarily
Equity markets likely to remain supported until the end of the year
Counter-cyclical and balanced positioning preferred
Anti-cyclical trading favoured
Stock markets gain in breadth
Stock markets tend to be weak in summer – except for seasonality at the beginning of July
Stock markets with a slight setback
Market breadth likely to increase
Equity markets with widening valuations and new all-time highs
