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1. Fed rate cut hopes propel Asian equities to the highest since 2021.

Heavyweights TSMC, Alibaba and Tencent contribute the most to the rally.

Here is the ETF MSCI Emerging Asia.

2. Lessons from Europe: Chinese EVs will come to America.

US tariffs will not be enough to keep Chinese cars out of US showrooms permanently. Chinese cars have approximately 1% share of the US market today. The Chinese share in Europe has recently reached a new record of ~12%.

3. The European Central Bank is expected to remain on hold this week.

“We maintain our lower conviction tactical bullish call,” say JPMorgan Intelligence strategists. “Economic growth appears to be strengthening, earnings are robust, and the trade war has seen incremental improvement.”

“France is in the headlines, but we note that it has already lagged the rest of Eurozone meaningfully this year, and the headline newsflow risk might soon move behind us. Eurozone equities have stalled for a while now, but the time to add is likely nearing.”

4. While earnings revisions breadth has turned up for all regions, the US revisions uptrend is the strongest.

This indicator says where analysts are revising their earnings estimates most significantly, either up or down.

5. European inflation will remain low through the end of 2026.

Lower oil and gas prices are keeping inflation forecasts down.

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