As Spring 2025 unfolds, Europe finds itself at a potential turning point. Following prolonged stagnation and inflationary pressure, and amid a backdrop of escalating tariff tensions, a cautiously optimistic tone is beginning to emerge across macroeconomic indicators, financial markets and investor sentiment. This note brings together developments across key areas — economic data, inflation dynamics, market behaviour and geopolitical risk — to provide a coherent snapshot of Europe’s evolving outlook. Refresh this chart in your browser | Edit the chart in Datastream Euro area economies are gradually emerging from the stagnation that defined much of 2024. Recent improvements in industrial production and

To download the full Weekly Aggregates report click here. Please note: if you use our earnings data, please source “LSEG I/B/E/S”. The Weekly Aggregates report provides updates on aggregate earnings revisions, growth rates and valuations. The numbers in the “Global Datapoints”, “U.S. Datapoints” and “Ancillary Data” sections are updated weekly. This report combines I/B/E/S’s unrivaled historical earnings database, in depth coverage of Wall Street analysts’ bottom-up corporate earnings estimates, and the analytic capabilities of the Proprietary Research group and desk-top solutions.

To download the full This Week in Earnings report click here. Please note: if you use our earnings data, please source “LSEG I/B/E/S” Aggregate Estimates and Revisions 24Q4 Y/Y earnings are expected to be 17.1%. Excluding the energy sector, the Y/Y earnings estimate is 20.7%. Of the 498 companies in the S&P 500 that have reported earnings to date for 24Q4, 73.5% have reported earnings above analyst estimates. This compares to a long-term average of 67% and prior four quarter average of 78%. During the week of March 31, three S&P 500 companies are expected to report quarterly earnings. LSEG Workspace offers

Click here to view the full report. Please note: if you use our earnings data, please source “LSEG I/B/E/S”.   S&P 500 Aggregate Estimates and Revisions 24Q4 Y/Y earnings are expected to be 17.1%. Excluding the energy sector, the Y/Y earnings estimate is 20.7%. Of the 498 companies in the S&P 500 that have reported earnings to date for 24Q4, 73.5% reported above analyst expectations. This compares to a long-term average of 67%. The 24Q4 Y/Y blended revenue growth estimate is 5.2%. If the energy sector is excluded, the growth rate for the index is 5.8%. LSEG Workspace is a complete solution

Investors, market observers, and regulators always raise questions about the competitiveness of the European ETF industry since assets under management seem to be concentrated among a few ETF promoters. Generally speaking, I would agree with the statement that one needs to be concerned if a few players are dominating a market, but not when it comes to the European ETF industry. Graph 1 shows that the European ETF industry is highly concentrated at the promoter level since the 10-top promoters in Europe held between 93.52% (June 30, 2023) and 95.06% (December 31, 2024) of the overall assets under management in

Click here to view the full report. Please note: if you use our earnings data, please source “LSEG I/B/E/S”. Russell 2000 Aggregate Estimates and Revisions The 24Q4 Y/Y blended earnings growth estimate is 45.8%. If the energy sector is excluded, the growth rate for the index is 75.0%. Of the 1,752 companies in the Russell 2000 that have reported earnings to date for 24Q4, 57.9% reported above analyst expectations. The 24Q4 Y/Y blended revenue growth estimate is 1.7%. If the energy sector is excluded, the growth rate for the index is 3.7%.   LSEG Workspace is a complete solution for research and

On March 27, 2025, LSEG Lipper unveiled the results of the LSEG Lipper Fund Awards for Switzerland. It’s been a turbulent period for investors across all asset types. Such conditions highlight the importance of the LSEG Lipper Fund Awards for investors, whether institutional, wholesale, or retail, since they showcase the ability of a fund to deliver high risk-adjusted returns in changing market environments. This means that the winning funds were able to adopt their portfolios to the continuously changing and challenging market environments during their respective award periods.   Different methodologies lead to different results The LSEG Lipper Fund Awards

There’s a strong signal for boardrooms coming from the loud noise in Washington: brace for crisis. Senior Trump administration officials inadvertently included a journalist in a group chat, in the latest example of sloppiness with sensitive material. Companies entrust the government with loads of confidential information, too, and the risks of exposure are rising quickly. The U.S. capital is renowned for leaks to advance political agendas, but recent events suggest greater vulnerability to hacking and accidental slips. The Atlantic exposed on Monday that even top-secret information isn’t safe. Vice President JD Vance, Defense Secretary Pete Hegseth and others used the commercial messaging

Download the full report here. Please note: if you use our earnings data, please source “LSEG I/B/E/S“. Find out more about our estimates with the deepest global views – LSEG I/B/E/S Estimates. LSEG I/B/E/S Estimates are a market leader, boasting 200+ metrics and indicators across 15 industries. Find more information on our estimates data.  

Asset class view UK mutual funds and ETFs saw outflows of £6.76bn over February (-£5.12bn ex-MMFs). Equities saw the largest redemptions (-£3.48bn). Active v passive The active-to-passive bond rotation, which has been a feature of the market since 2021, reversed. Some £3.73bn was redeemed from passive bond funds, while their active peers took £1.49bn. Classifications Equity Global was the top-selling classification for the month, netting £1.87bn (£1.18bn active/£689m passive). UK equity funds suffered redemptions of £2.77bn over the month. Sustainable fund flows Sustainable funds netted a total of £367m for the month, conventional funds lost £8.26bn. MMFs were the most

One of the defining features of the past few years has been the continued rise of the US tech giants. In 2025, however, momentum in innovation appears to have started to shift towards the other side of the Pacific. Chinese technology firms, long viewed as playing catch-up, are now emerging as contenders in the global AI race. Leading this surge is DeepSeek, a Chinese startup that, on 24 January 2025, unveiled its R1 large-language model — reportedly developed at a fraction of the cost of similar models from US counterparts. Despite its modest budget, R1 is said to perform competitively,

Semantic satiation is the technical term for what happens when a word or phrase loses its meaning from overuse. In the world of M&A, takeover targets shout “undervalued” in response to unwelcome acquisition offers so often that it’s easy for suitors and shareholders to tune it out. Beacon Roofing Supply’s $11 billion sale provides a perfect example of why it happens. CEOs and their advisers would be better served by choosing their words more carefully. QXO is effectively a shell company helmed by dealmaker Brad Jacobs that aims to roll up a building-products behemoth with $50 billion of sales, starting with Beacon.