europeanmarkets

#EuropeanMarkets #Market_Update #BTC #ETH 🇪🇺 European Market Morning News | 09:00 CET
Tone: The index fell back, but funds did not withdraw from risk assets, and structural differentiation continued to dominate the market
📊 Major stock indexes | Technical retreat after high volatility
• 🇩🇪 DAX 25,211.91 (-0.30%)
• 🇫🇷 CAC 40 8,414.15 (-0.18%)
• 🇪🇸 IBEX 35 18,112.64 (-0.47%)
• 🇪🇺 Euro Stoxx 50 6,089.95 (-0.22%)
• 🇬🇧 FTSE 100 1,725.3 (-0.02%)
• 🇮🇹 FTSE MIB 4,519.0 (-0.29%)
➡️ Market interpretation:
After previous consecutive rebounds, the European index showed a moderate correction. The market was not releasing systemic risks, but entering the stage of profit-taking and repricing.
• AI sector valuation revaluation is still ongoing
• UK inflation slowed to 3.0%, wage growth slowed to 4.2%
• Germany's ZEW index fell but remained high
• European bond yields continued to fall (German bonds, French bonds, and Italian bonds hit stage lows)
The current market is more like a "rhythm adjustment" than a trend reversal.

The European Union (EU) said Monday it’s delaying its planned tariffs on the United States by six months. The duties were originally set to start this week.
The European Commission, which speaks for the EU, said the pause is part of a broader deal made between Ursula von der Leyen and Donald Trump.
“On 27 July 2025, European Commission President Ursula von der Leyen and US President Donald J. Trump agreed a deal on tariffs and trade,” the EU Commission’s trade spokesperson said.
They called the agreement one that brings “stability and predictability for citizens and businesses on both sides of the Atlantic.” The EU also confirmed it’s working with the U.S. to finalize a Joint Statement, as both leaders agreed in July.
The Commission said it would “take the necessary steps to suspend by 6 months the EU’s countermeasures against the U.S., which were due to enter into force on 7 August.” The pause will officially begin on Tuesday, making the move immediate.
Trump announces new tariffs and massive EU energy commitments
The delay follows Trump’s decision last month to hit most EU goods with a 15% tariff, including cars. That announcement was paired with a statement from the White House claiming the EU would drop its own tariffs on U.S. industrial exports in return. “The EU will remove significant tariffs, including the elimination of all EU tariffs on U.S. industrial goods exported to the EU,” the White House said.
Trump didn’t stop there. He also said the 27 EU member countries agreed to buy $750 billion worth of U.S. energy. And on top of that, they’d invest another $600 billion into the U.S., beyond what’s already going in. But nobody has explained who’s actually putting up the money. The EU can’t force private companies to buy U.S. oil or American grain. That part of the deal remains unclear.
An EU statement later confirmed that the July 27 deal was a political agreement, not a binding contract. “Beyond taking the immediate actions committed, the EU and the U.S. will further negotiate, in line with their relevant internal procedures, to fully implement the political agreement,” the bloc said.
The timing of all this matters. It’s happening as Trump’s broader trade agenda hits another key week. After pushing back deadlines multiple times, Trump just delayed his next round of global tariffs again. The new U.S. duties will now start August 7, not August 1, and will apply to over 60 countries.
So far, nobody knows what kind of Joint Statement the EU and the U.S. are putting together. No details have been shared. But the trade spokesperson confirmed both sides are still working on it. For now, the EU’s counter-tariffs are frozen for six months. What happens after that is still wide open.

#TrumpTariffs #america #EuropeanMarkets

دخلت الأسواق المالية الأوروبية عام 2026 بزخم قوي. تقترب مؤشرات الأسهم من أعلى مستوياتها القياسية، مدعومة بتخفيف التضخم، واستقرار أسعار الطاقة، وزيادة التوقعات بسياسة نقدية أكثر مرونة. يضع المستثمرون أنفسهم في موقع الاستعداد للتعافي — مع تسعير تخفيضات في الأسعار، ودعم للسياسة، وتحسين ظروف السيولة.
ومع ذلك، يرسم الاقتصاد الحقيقي صورة أكثر تقييدًا.
طوال عام 2025، بقي قطاع التصنيع في منطقة اليورو تحت الضغط. لقد قيدت الطلب العالمي الضعيف، وارتفاع تكاليف الاقتراض، والمخاطر الجيوسياسية المستمرة الإنتاج الصناعي. بالنسبة للعديد من المنتجين، ظلت الهوامش ضيقة وتأخرت قرارات الاستثمار، مما يعكس الحذر بدلاً من الثقة.

فتحت الأسواق الأوروبية للأسهم عام 2026 عند مستويات قياسية، مما يشير إلى تجدد ثقة المستثمرين بعد دورة ماكرو صعبة. لقد شجعت الانخفاضات في التضخم، وتخفيف ضغوط الطاقة، وتوقعات سياسة نقدية أكثر ملاءمة رؤوس الأموال على العودة إلى الأصول عالية المخاطر - وخاصة الأسهم ذات القيمة السوقية الكبيرة وقطاعات النمو الدفاعية.
ومع ذلك، تحت السطح، تروي الاقتصاد الحقيقي في أوروبا قصة أكثر هشاشة.
على مدار عام 2025، استمر القطاع الصناعي في منطقة اليورو في الانكماش. استمر ضعف الطلب العالمي، وارتفاع تكاليف التمويل، وعدم اليقين الجيوسياسي المستمر في التأثير على الإنتاج الصناعي. شعرت الاقتصاديات المعتمدة على الصادرات بالضغط أكثر، حيث حدّ الطلب الخارجي البطيء وظروف الائتمان الأكثر تشددًا من زخم الانتعاش.

European shares closed decisively higher, powered by a strong rally in technology stocks, as investor optimism swept across the region. The standout moment came from the UK, where Britain’s FTSE 100 touched the historic 10,000-point level for the first time ever — a psychological milestone that signals growing confidence in European equities.
💡 Tech at the Helm
Technology shares led the advance across Europe, benefiting from renewed enthusiasm around AI adoption, semiconductor demand, and easing financial conditions. Investors rotated into growth-oriented sectors, pushing benchmarks higher and lifting overall market sentiment.
🌍 Broad-Based European Strength
Beyond London, major continental indices also finished in positive territory. The pan-European STOXX Europe 600 gained as buying interest spread across software, industrial automation, and select financial stocks, highlighting a broad-based recovery rather than a single-sector move.
🇬🇧 Why the FTSE 100 at 10,000 Matters
Crossing 10,000 is more than just a number:
📈 Signals long-term resilience of UK blue-chip companies🌐 Reflects strong global revenue exposure of FTSE-listed firms💷 Supported by a mix of tech momentum, energy stability, and financial strength
Market participants view this milestone as a confidence booster, potentially attracting fresh inflows from global investors who had remained cautious on European assets.
🔮 What’s Next?
With inflation pressures easing and expectations building around supportive central bank policies, European equities may remain in focus. However, traders are watching upcoming economic data and earnings closely to see whether this rally can sustain its pace.

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#EuropeanMarkets #FTSE100