How to Play European Stocks With earnings outlooks deteriorating, Mathieu Savary of BCA Research is going long on healthcare and energy and short on industrials and utilities. Related Articles For Members Only CTAs Surge Ahead of Equity Markets as Metals‑Driven Trends Fuel January Gains Stephen Taub Geopolitics Trump AI as Top Investor Concern While Tech Remains Long-Term Focus James Comtois Q&A: What Backwardation in Oil Futures Reveals About Market Expectations Sponsored by CME Group