PARIS (Reuters) – The main European scholarships are expected up on Monday at the opening, investors judge that growth prospects are improving in Europe.
According to the first indications available, the Parisian CAC 40 could gain 0.82% at the opening.
Under -term contracts report an increase of 0.69% for the Dax in Frankfurt, by 0.42% for the FTSE in London and 0.73% for the Stoxx 600.
Despite the uncertainties on customs duties and peace negotiations in Ukraine, investors are looking at Europe with more optimism against the backdrop of expenses in Germany and European rearmament plan.
After Goldman Sachs and Nomura, JPMorgan economists noted their economic growth forecasts on Monday for the euro zone in 2025, citing the relaxation of tax rules in Germany.
Barclays analysts detailed on a note on Monday the good news for the old continent: “France has a government and a budget, the expectations of a cease-fire in the war in Ukraine increases, Germany has a new pro-growth government that has surprised everyone with its aggressive tax position, and Europe seems more cohesive after being forced to start better work together”.
In this context, investors will be attentive on Monday and Tuesday at the meeting of the European Union finance ministers in Brussels to discuss the means to increase the Bloc’s defense budget, between a new common loan, the use of already existing funds and an increased role for the European Investment Bank (BEI).
“But what has undoubtedly helped the market most is the perception that customs tariffs are more like a negotiation tactic and that they may not be as harmful as they feared,” added Barclays analysts.
Donald Trump thus granted customs duties in Mexico and Canada at the end of last week, going in the direction of a negotiation tactic more than an absolute desire to use such commercial policies.
The values ​​to follow: [L5N3PQ1QW]
A Wall Street
The New York Stock Exchange ended up on Friday after a speech by the President of the Federal Reserve (Fed) Jerome Powell saying that the American economy was “in a good situation”, while saying to remain attentive to the consequences of the policy led by Donald Trump.
The Dow Jones index won 0.52%, or 222.64 points, at 42,801.72 points.
The larger Standard & Poor’s 500 took 31.68 points, or 0.55% to 5,770.20 points.
The Nasdaq Composite advanced on its side of 126.97 points, or 0.70% to 18,196.221 points
Costco lost 6% after reporting a profit per lower action to the second quarter expectations while Broadcom won 8.6% after its prospects for the second quarter reassured investors at the demand for semiconductors for artificial intelligence.
In Asia
The Tokyo Stock Exchange rebounded in an agitated market on Monday, the main actions related to semiconductors that have notably followed the gains of their American counterparts
The Tokyo Stock Exchange ended up 0.38%.
The actions of China and Hong Kong fall on Monday, the growing deflationary pressures highlighted by new data published on Sunday reinforcing concerns about the country’s economic resumption in a context of climbing global trade tensions.
The Hong Kong Hang Seng index declines 1.73%, the SSE Composite of Shanghai fell by 0.42%, the CSI 300 decreases by 0.65%.
RATE
American returns are down Monday after the figures on Friday employment and the intervention of Jerome Powell.
The ten -year -old Treasury yield declines from 2.8 pb to 4.2895%, while the two -year title yield abandons 1.7 pb to 3.985%.
Changes
The dollar is rather stable on Monday after significant losses last week with a labor market deemed weakened.
The dollar fell 0.04% against a basket of reference currencies, the euro rises from 0.08% to 1.0841 dollars, and the pound sterling loses 0.02% to 1.2917 dollars.
In Asia, the yen advances 0.32% to 147.56 yen for a dollar, the Australian dollar rises from 0.24% to $ 0.632.
OIL
Oil prices are downwards oriented on Monday, concerns about the impact of American customs duties on global economic growth and fuel demand, as well as the increase in the production of OPEC+producers, weigh on a barrel.
The Brent fell 0.47% to $ 70.03 per barrel, the light American crude (West Texas Intermediate, WTI) weakens 0.54% to 66.68 dollars.
(Written by Bertrand de Meyer, edited by Augustin Trupin)
Copyright © 2025 Thomson Reuters
I have over 8 years of experience working in the news industry. I have worked as a reporter, editor, and now managing editor at 247 News Agency. I am responsible for the day-to-day operations of the news website and overseeing all of the content that is published. I also write a column for the website, covering mostly market news.
