A clearer picture of the situation will have to wait another two or three weeks, when the vast majority of companies will have announced their quarterly reports, but analysts and managers in the eurozone are already reviewing their portfolios in the light of the macro scenario and the state of health of companies. With one more variable to consider: since the dollar has gained just under 10% against the euro since the beginning of the year, the preference for Wall Street over European stock exchanges is no longer as obvious as it appeared until recently.