Morgan Stanley flags pause in European equities, sees stock pickers market

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Morgan Stanley anticipates a tactical pause in European equities, expecting choppy trading and a shift towards a stock pickers market due to stretched sentiment and an optimistic outlook on geopolitical risks. The firm suggests investors focus on energy, banks, and utilities, which are likely to outperform, while sectors like luxury, autos, and consumer staples face higher risks of missing earnings expectations. This outlook indicates a move away from broad index gains to more stock-specific performance during the upcoming earnings season.

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