• BMPS
• CFR
• ICAG
• LVMH
• PRTP
• STOXX

European shares muted as luxury firms fall

European shares opened low due to mixed earnings, with luxury firms like Richemont declining; British Airways and Monte dei Paschi reported profit increases.

• EUR/USD
• STOXX

Deutsche Bank cuts ECB terminal rate forecast from 2.25% to 1.50%

Deutsche Bank lowers the ECB terminal rate forecast to 1.50%, citing weak macroeconomic conditions, inflation risks, and potential U.S. tariffs impacting European growth.

• DE40
• STOXX
• STOXX50

Less upside for European equities under a Trump presidency, UBS says

UBS strategists predict limited upside for European equities due to trade tariffs, bond yield rises, and green energy policy rollbacks amid a Trump presidency, with varying sector impacts.

• BSESN
• DXY
• STOXX
• UK100
• US10YT=X
• US500

What are the next Trump trades?

Donald Trump's victory in the 47th U.S. presidential election was anticipated by markets; beneficiaries identified include the UK, European Health Care, India, and Saudi Arabia.

• HG
• MT
• STOXX

European shares rebound on tech boost; FTSE slips on BoE inflation warning

European stocks rose due to tech and resource shares, while the FTSE 100 fell after the BoE cut rates and warned of higher inflation. Political tensions in Germany also impacted the market.

• DE40
• STOXX

Morning Bid: German political drama adds to Trump risks for Europe

German politics face uncertainty with potential snap elections; markets react to U.S. tariff threats, while key monetary policy announcements and economic data are due.

• STOXX
• UK100

US election clearing event for European equities, Barclays says

Barclays analysts view the U.S. election as crucial for European equities, with a Trump win favoring reflation trades, but potential tariffs pose risks for Europe.

• 0HA0
• EDPR
• NDXG
• ORSTED
• STOXX
• VWS

European clean energy stocks tumble as Trump wins US presidency

European clean energy stocks fell sharply after Trump's election, raising concerns over U.S. support for renewables and potential rollbacks of climate policies.

• BMWG
• NVO
• SIEGn
• STOXX
• US500

European shares advance as Trump elected US president

• STOXX

Here's how UBS says the US election could impact European stocks

UBS analysts warn that US election outcomes could significantly impact European equities via trade and energy policies, depending on whether Trump or Harris wins.