(BFM Stock Exchange) – The Paris Stock Exchange completes the week on a mixed note, after figures from German and American inflation deemed without surprise by the markets. In weekly rhythm, the balance sheet is much better with a CAC 40 which earns 0.28%, which allows it to display a performance of 7.72% in this first month of the year.

The Paris Stock Exchange was a little scared at the end of the session but managed to close in the green, thanks to a last collar stroke.

The CAC 40 finally took 0.11%, at 7,950.17 points at the end of this Friday, January 31, after having won 0.70% and touched by a few points the symbolic threshold of the 8,000 points.

Enthusiasm was faded in the afternoon after the publication of inflation figures on both sides of the Atlantic. In Germany, the harmonized consumer price index for January increased by 2.8 % over a year, according to a first estimate.

A month of January on the wheel hats

In the United States, the PCE index, the Fed’s favorite thermometer to measure inflation, increased by 2.6% over an year in December, compared to 2.4% in November still in annual rate. Its underlying component, the “Core PCE” which excludes volatile elements such as energy and food remained stable at 2.8% over a year, in accordance with the expectations of economists interviewed by the Wall Street Journal (2 , 8% over a year).

“The report on PCE inflation comes out overall online with expectations, whether it is total inflation or underlying inflation, and monthly variations or annual variations”, advance Bastien Drut, responsible of strategy and economic studies at CPRAM.

This small increase in the Parisian star index does not prevent it from making a thunderous start to the year. The CAC 40 displays a positive performance in this first month of 2025, and offers a monthly increase of 7.72%, displaying its best month since January 2023 (9.4%)

Verallia jumps on speculation

In addition to this day under the sign of inflation, investors still had the leisure to digest a series of corporate publications. Including that of Apple, which further increased by 0.6% after revealing reassuring forecasts on the sidelines of its first quarter 2024-2025 results.

In Paris, those of Wavestone (+5.3%) were well received. The consulting firm specializing in the transformation of companies reassured the orientation of its control plugs in the third quarter of its offbeat fiscal year ended at the end of March 2025.

Outside publications, Verallia jumped 11.1%, catapulted by speculation on a repurchase of the manufacturer of bottles and glass packaging by the rich Brazilian family Moreira Salles.

Valneva climbed 10.9% after signing a new contract with the American Department of Defense for the supply of its Ixiaro vaccine, preventing Japanese encephalitis.

Carrefour, on the other hand, sold 1.7%, penalized by a lower recommendation from HSBC to “keep” against “buy”. The Sino-British bank points to the increase in competition and political uncertainty in France, as well as a “volatile” situation in Brazil.

In other markets, the euro is stable against the dollar at $ 1.0401. Petroleum decreases a little. The April contract on northern Brent of the sea increased from 0.2% to $ 76.02 per barrel while the March on the WTI contract listed in New York climbed from 0.3% to 72.92 dollars per barrel.