Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists.
On this episode:
President Trump pushed his tariff deadline from July to August. How are global markets reacting to the uncertainty during this tariff watch?
The EU is one of America’s largest trading partners. How important is it for these two sides to strike a deal?
And what’s at stake if they don’t before the deadline?
More than two dozen countries make up the EU. The bloc is seeking lower tariffs for a variety of sectors like aircraft, car parts, and spirits. Talk about that.
So, what sectors do you think could be hit the hardest, and which ones could be spared?
The EU has presented a united front. However, some countries want a trade deal sooner than later. Can you talk about the debate you’re witnessing in Europe?
Trade deals typically take years to be implemented, so any announcement would be a preliminary agreement. If a US investor has European companies in their portfolio, what would this framework mean for them in the long-term?
Let’s shift to this year’s market performance of European stocks. What’s been winning?
Which European stocks do Morningstar analysts consider undervalued, and why?
Read about topics from this episode.
What’s Morningstar’s Outlook for Europe in 2025?
Why It’s Not Too Late to Add International Exposure
What Investors Need to Know About Tariffs
Here Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come Back
Where Next for European and UK Stock Markets in 2025?
Best International Companies to Own: 2025 Edition
Find Morningstar's complete collection of tariff-related articles and analysis here.
What to watch from Morningstar.
Market Volatility: 4 Key Factors to Track in Q3 2025
Is the International Outlook Brighter Than the US?
Digital Advice in 2025: What You Need to Know About Robo-Advisors
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.