European stocks gain on earnings despite Iran war profit risks

11 articles · Updated · Bloomberg · May 7

A strong reporting season has driven a rapid rebound from conflict lows, as investors bet Middle East tensions will ease.
The recovery has masked growing concern that companies may struggle to meet elevated profit expectations in coming quarters if the war's effects persist.
The latest move leaves European equities balancing resilient corporate performance against the risk that a prolonged conflict could weaken the outlook.

Is Europe's stock market rally a dangerous illusion built on war-inflated energy profits?

Can Europe’s industries survive the crossfire of US tariffs and China’s control over critical minerals?