Finding Value in European Equities

The video discusses the current state of earnings in the US and Europe, highlighting the challenges faced by companies in both regions. It examines the sustainability of recent market rebounds and the impact of currency fluctuations on earnings. The discussion also covers the performance of specific companies like L'Oreal and Publicists, noting the low expectations and stable business models. In the US, profit margins are under pressure, with concerns about potential recession indicators. However, recent data suggests a more positive outlook, with reduced fears of an imminent recession.

What is the significance of wage inflation in relation to corporate profit margins?

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What are the implications of the recent macroeconomic data on the perception of a potential recession?

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