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European fundamentals improved, but US earnings continue to deliver; German small and mid-caps are the clearest European expression

Institution
Deutsche Bank
Date
2026-07-07
Authors
Maximilian Ulee; Carolin Raab; Francesca Mazzali
Company
-
Ticker
-
Industry
European equity strategy; Financial sector; Banking and cross-asset strategy
Rating
Overweight equities; Europe relative to the US remains neutral; Germany equities, Germany small and mid-caps, Consumer Staples, Real Estate, Health Care, Banks, and Software remain constructive/overweight or move back to constructive/overweight
NeutralLow confidenceThe report argues that Europe has relative advantages such as lower energy prices, a more supportive rate outlook, improving macro data, and low positioning, but US earnings remain very strong, so the relative regional view remains neutral. At the same time, Germany-specific reforms, fiscal spending, and the catch-up potential of small and mid-caps constitute the clearest opportunity within Europe.
AuthorsMaximilian Ulee; Carolin Raab; Francesca Mazzali
Target priceEURO STOXX 50 year-end target 6,560; STOXX 600 at 670; DAX 40 at 26,900; MDAX at 36,000; S&P 500 at 8,000
CoverageEurope
Asset classesFixed Income、FX
Business segmentsGerman Equities、European Small and Mid-Cap、Consumer Staples、Real Estate、Basic Resources、Health Care、Banks、Software、Autos、Travel & Leisure、Financial Services、Construction、Technology ex Software、Telecoms、Insurance
Research firm divisions/subsidiariesDeutsche Bank(Other)

AI summary card

European fundamentals improved, but US earnings continue to deliver; German small and mid-caps are the clearest European expression

Deutsche Bank keeps an overweight on equities and a neutral Europe versus US positioning, expecting Europe to outperform around earnings season while the US is likely to lead during earnings season. It remains constructive on German reform beneficiaries, European small and mid-caps, Consumer Staples, Real Estate, Health Care, Banks, and Software.

Maintain equity overweight; remain neutral on Europe relative to the US but rotate tactically around earnings season; German equities and small/mid-caps overweight; upgrade Consumer Staples and Real Estate to overweight; downgrade Basic Resources to neutral; keep Banks constructive but reduce optimism.
Q3 outlookEuropean equitiesUS earningsGerman reformSmall and mid-capssector rotationrate-sensitive assetsBanksSoftwareCommodities
  • Europe has relative advantages in positioning, energy prices, rate outlook and improving macro surprises, but US Q2 earnings are expected to be close to 30% year-on-year growth, far above Europe's roughly 14%, limiting Europe's ability to continuously outperform through Q3.
  • The report remains constructive on Germany, especially German small and mid-caps supported by infrastructure spending and reform momentum; the MDAX year-end target is 36,000, implying around 11% upside.
  • Sector allocation is rotated toward sectors with rebound potential, valuation appeal and earnings improvement: Consumer Staples and Real Estate were upgraded to overweight, while Basic Resources was downgraded to neutral after a strong run.
  • Major European indices still have moderate upside: EURO STOXX 50 target 6,560, STOXX 600 target 670, DAX target 26,900; expected returns for major European indices are around 1%-5%.
  • On a cross-asset basis, the report provides Bund, UST, and JGB rate forecasts, as well as EUR/USD, oil, copper and gold paths for FX and commodities as a macro backdrop for equity positioning.

Report interpretation

Overview

This report is Deutsche Bank's 2026 Q3 outlook for European equities and cross-asset positioning. The core view is that Europe has favorable conditions in Q3, including lower energy prices, a more supportive rate outlook, marginally improving macro data, low positioning, and progress on German reforms. However, US corporate earnings remain exceptionally strong, making it difficult for Europe to consistently outperform the US throughout the quarter. Consequently, the report keeps a neutral view on Europe relative to the US, while expecting tactical overweight opportunities in Europe before and after earnings season, with the US more likely to dominate during the reporting window.

Core views

The report keeps an equity overweight, arguing earnings growth is stable and valuations remain not overly expensive. By year-end 2026, major European indices still have about 1%-5% upside, while the MDAX has about 11% upside thanks to German reform and the catch-up thesis in small and mid-caps. Germany is the strongest structural opportunity in regional allocation, with reform measures, fiscal spending, and infrastructure investment supporting German small and mid-caps. At the sector level, it favors sectors with rebound room, rate-decline beneficiaries, attractive valuations, and earnings improvement, upgrading Consumer Staples and Real Estate, remaining constructive on Health Care, Banks, Software, Autos, and Travel & Leisure, while downgrading Basic Resources to neutral.

Analysis framework

The report uses a multi-dimensional framework of regional relative performance, earnings growth, valuation, positioning/capital flows, rate and energy-price sensitivity, macro surprise index, sector earnings revisions, and policy-reform catalysts. At the regional level, it compares Europe and the US across earnings, flows, energy prices, and the rate environment. At the sector level, it screens for rebound potential, valuation discount, earnings acceleration, and sensitivity to lower rates/inflation. At the cross-asset level, it uses rate, credit, FX, and commodity forecasts as macro constraints for equity views.

Methodology notes

  • Regional allocationTactical rotation framework: Europe versus the US

    Combines earnings seasonality, earnings growth, flows, energy prices, rate expectations, and macro surprises to judge relative regional performance.

    The report believes Europe has relatively better conditions before and after earnings season, but US earnings are stronger during the reporting window, so it keeps an overall neutral regional stance rather than one-sidedly overweighting Europe.

  • Sector allocationThree-factor framework: catch-up potential, valuation, and earnings growth

    Prioritizes sectors with unresolved post-correction selloff, attractive valuation, improving earnings growth, and benefits from declining rates and inflation.

    This framework supports the upgrade to Consumer Staples and Real Estate and explains why Basic Resources was moved to neutral after a sharp rise.

  • Macro and cross-assetRate, energy, and dollar sensitivity analysis

    Assesses the impact of macro shocks on sector earnings and valuations by evaluating sector sensitivity to Bund yields, energy prices, and dollar moves.

    Consumer Staples, Real Estate, and Health Care are considered beneficiaries of lower rates, falling oil prices, or a stronger dollar.

Asset mapping & comparison

Structured mapping from thesis to named assets (strengths, weaknesses, peers, risks).

  • European equities
    Core allocation asset
    Strengths
    Lower energy prices, a more supportive rate outlook, improving macro data, valuations not excessively expensive, and upgraded earnings forecasts.
    Weaknesses
    Europe's earnings growth is weaker than that of the US, and part of the growth depends on the energy sector.
    Comparison
    Europe has positioning and macro-margin advantages versus the US, but US earnings are clearly stronger during earnings season.
    Risks
    US earnings continue to beat expectations, German reforms are delayed, geopolitical risks re-emerge, and energy prices rise again.
  • US stocks
    Relative benchmark and tactical allocation target during earnings season
    Strengths
    Exceptionally strong earnings growth, Q2 expected near 30% YoY, with software and technology earnings revisions still powerful.
    Weaknesses
    Crowded positioning, relatively high valuations, higher risk of rate-related pressure.
    Comparison
    The report expects the US to be more likely to outperform Europe during earnings season, while Europe may be relatively stronger before and after.
    Risks
    Slowing earnings momentum, elevated rates suppressing valuation, and reversal of crowded software/semiconductor positioning.
  • German equities and MDAX
    Most clearly constructive view within Europe
    Strengths
    Accelerating reform momentum, infrastructure spending beneficiaries, low positioning, and substantial catch-up potential in small and mid-caps.
    Weaknesses
    Higher cyclicality, previously dragged by Iran war and growth concerns.
    Comparison
    Relative to Germany large-cap peers and other European indices, the MDAX has the highest upside potential.
    Risks
    Delay in reform execution, slow transmission of fiscal stimulus, and global manufacturing recovery below expectations.
  • Consumer Staples
    Upgraded defensive addition
    Strengths
    Valuation relatively cheap versus history, benefits from lower oil, rates, and inflation, improving consumer confidence, and a stronger dollar being supportive.
    Weaknesses
    Sector earnings improvement still needs confirmation, and US peer discount convergence may take time.
    Comparison
    There remains a large discount versus US Staples, which the report views as unjustified.
    Risks
    Consumer recovery weaker than expected, dollar weakening, and rising input costs again.
  • Real Estate
    Upgraded overweight rate-sensitive theme
    Strengths
    Low valuation, low positioning, improving earnings outlook, NAV improvement not fully reflected, and a more supportive German regulatory environment.
    Weaknesses
    Still highly sensitive to rates and macro expectations.
    Comparison
    12% discount to the 10-year average and 60% discount of German residential to NTA.
    Risks
    Rates rising again, slow recovery in real estate transaction volumes, and changes in regulatory policy.
  • Basic Resources
    Downgraded from overweight to neutral
    Strengths
    Previously supported by supply-demand, copper demand, potential tariffs, and M&A; earnings growth may still remain relatively strong.
    Weaknesses
    Already up 46% since April 2024, valuation is no longer cheap, and current copper price embeds limited additional upside.
    Comparison
    Compared with other catch-up sectors, its risk-reward trade-off has deteriorated.
    Risks
    Stronger USD, weakening sentiment around AI copper demand, unfavorable outcome on US copper tariffs, and summer seasonal weakness.
  • Banks
    Remain constructive but reduce optimism
    Strengths
    Long-term valuation upside remains, NII is still high, loan growth has improved, and Q4 earnings are expected to reaccelerate.
    Weaknesses
    Valuation has been substantially repaired, and earnings momentum and upside surprise frequency have slowed.
    Comparison
    Since being upgraded to overweight in March 2025, performance has outpaced STOXX 600 by about 40%, reducing marginal attractiveness.
    Risks
    Yield curve and rates no longer providing tailwinds, credit quality deterioration, and weakening earnings surprises.
  • Software
    Continuing favored growth/defensive rotation theme
    Strengths
    Valuation at historic lows, AI concerns may be excessive, investors are rotating from crowded semiconductors into software, and US software FY26 earnings forecasts have been upgraded.
    Weaknesses
    Sentiment has been weak over the past year, and the market still fears AI disrupting software business models.
    Comparison
    US software carries only a 6% premium to S&P 500, below the 10-year average premium of 36%.
    Risks
    AI displacement concerns intensify, semiconductors continue to crowd out flows, and earnings revision reversals.
  • Rates/Credit
    Macro constraint on valuation and sector rotation
    Strengths
    Falling European inflation lowers the probability of further rate hikes, helping rate-sensitive sectors.
    Weaknesses
    US rates may remain higher, and credit spreads are expected to widen moderately.
    Comparison
    The report expects US credit to outperform euro credit.
    Risks
    Inflation rebound, renewed tightening by central banks, and credit spreads widening more than expected.
  • FX/Commodities
    Sector earnings and macro scenario variable
    Strengths
    A stronger dollar is supportive for some European Staples and Health Care names; lower oil prices reduce cost pressure in Europe.
    Weaknesses
    Commodity price volatility may again push up inflation and costs.
    Comparison
    EUR/USD is expected to rise from 1.15 to 1.20 in Q4-26; Brent and Copper paths affect energy and resource sectors.
    Risks
    Oil rising on geopolitical conflict, dollar reversal, copper tariffs, and inventory shocks.

Key data

  • Expected upside of major European indicesabout 1%-5%The report expects major European indices to still have moderate upside by year-end 2026.
  • Expected upside of MDAX11%Current 32,545, DB year-end target 36,000, the largest upside potential among major European indices in the table.
  • STOXX 600 target670Current 648, dividend yield 3.1%, and 12-month forward P/E around 15.2x.
  • DAX 40 target26,900Current 25,581, expected index return 5%.
  • EURO STOXX 50 target6,560Current 6,360, expected index return 3%.
  • US vs Europe Q2 earnings growth comparisonUS close to 30% YoY, Europe around 14% YoYThis is the key constraint behind maintaining a neutral relative view of Europe versus the US.
  • Europe FY26 earnings forecastupgraded to 12%Previously 10%; this mainly reflects strong energy earnings and resilience in non-energy earnings.
  • Basic Resources gainup 46% since April 2024The report therefore turned it from overweight to neutral, arguing much of the valuation and metal-price support has already been priced in.
  • Banks relative performanceup about 40% versus STOXX 600 since being upgraded from neutral to overweight in March 2025The report remains constructive on banks but has reduced optimism.
  • Real Estate valuation12% discount to 10-year average; German residential discount of 60% to NTASupports the upgrade of Real Estate to overweight.
  • Consumer Staples valuation10% premium to STOXX 600, below the 29% long-term average premium since 2006Relative to US Staples there is still a 31% discount, which the report deems unjustified.
  • Bund 10-year forecast3.10% for Q3-26, 3.20% for Q4-26Rate forecasts are used to explain rate-sensitive sectors and regional allocation.
  • UST 10-year forecast4.60% for Q3-26, 4.80% for Q4-26US rates remain elevated, affecting US versus Europe relative positioning and valuations.
  • EUR/USD forecastCurrent 1.15, Q4-26 1.20, Q4-27 1.25The FX path affects export performance, USD income, and sector earnings sensitivity.
  • Brent Oil forecastCurrent $72/bbl, Q3-26 99, Q4-26 86Oil-price path has important implications for European cost pressure, inflation, and sector performance.
  • Copper forecastCurrent $13,288/ton, Q4-26 13,600The report believes current copper levels offer limited additional upside support for Basic Resources.

Impact & implications

From an investment standpoint, the report suggests that under an overall overweight equities framework, European positioning should focus on Germany reforms, fiscal stimulus, and small/mid-cap catch-up rather than a simple bet that Europe will outperform the US for the full year. Regionally, tactical rotation around earnings season is more appropriate: tilt Europe before and after earnings season and tilt the US during the earnings window. At the sector level, allocation rotates from Basic Resources, which has already risen sharply, into sectors with lower valuations, improving earnings, and benefiting from better rate/energy conditions such as Consumer Staples and Real Estate. Banks and Software still offer opportunities, but investors should note that after valuation normalization, banks' marginal valuation appeal has declined, while Software still faces rotation pressure from continuing AI and chip crowding narratives.

Risks

  • US earnings remain significantly stronger than Europe, making it harder for Europe to deliver relative outperformance.
  • German reforms and German infrastructure spending in Europe are implemented slower than expected, weakening the German small/mid-cap thesis.
  • Iran war or other geopolitical risks re-intensify, pushing up energy prices and inflation expectations.
  • Rates rise again, compressing valuations in rate-sensitive sectors such as Real Estate, Staples, and Autos.
  • Basic Resources is vulnerable to stronger USD, lower copper prices, uncertainty around US copper tariffs, and seasonal weakness.
  • After valuation normalization in banks, slowing earnings momentum and reduced upside surprise frequency may lead to stalled upgrade demand.
  • If the AI narrative continues to pressure software business model expectations, the Software rotation could fail.
  • If credit spreads widen more than expected, risk-asset performance could be weakened.

What to watch

  • The earnings growth gap between the US and Europe during Q2 earnings season, especially whether US growth near 30% YoY and Europe around 14% YoY is delivered.
  • Whether European ETF flows rotate from net outflows in Q2 to net inflows in Q3.
  • Actual implementation progress of German reforms, tax policy, pensions, labor market, and infrastructure spending.
  • Whether German and European macro data such as Ifo and ZEW continue to improve.
  • Moves in energy prices, inflation expectations, and ECB/Fed rate expectations.
  • Whether earnings revisions for Consumer Staples and Real Estate continue to improve.
  • Co-movement of Basic Resources with copper, USD, and US copper tariff policy.
  • Banks' NII, loan growth, ROE, and earnings surprise rates.
  • Whether investors continue rotating from crowded semiconductor/hardware flows into Software.
  • Whether EUR/USD, Brent Oil, Copper, and Bund/UST yields continue along the report's forecast path.
Zhejiang ICP No. 2022035445-5
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