JPMorgan’s Lipikhina Sees Europe Stocks Lagging Despite Oil Drop (opens original article in a new tab)

European stocks may underperform US and emerging markets in 2026 due to declining oil prices affecting energy sector earnings, according to JPMorgan's Nataliia Lipikhina.

• European equities may lag behind US and emerging markets in second half of 2026
• Falling oil prices threaten earnings growth for European markets
• Energy sector earnings downgrades could impact broader market