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Piero Cingari

Markets

European defence stocks rally as summit between Trump and Putin stalls

European defence stocks rallied as plans for a Trump–Putin summit were taken off the agenda. Analysts expect sustained defence spending, driven by NATO pressure and ongoing Russian threats despite ceasefire efforts.

Business

ASML gains on earnings beat, but warns of China sales decline

ASML shares rose on strong third-quarter results and an upbeat outlook, driven by demand for AI and chipmaking tools, despite concerns over future China sales.

Economy

German economic sentiment edges higher but recovery remains fragile

Germany’s ZEW economic sentiment slightly rose in October, yet annual inflation accelerated to 2.4% last month, driven by rising service costs. Markets fell, with the DAX down 0.9%, as renewed US-China trade tensions weighed on sentiment.

Economy

German exports to US slump to 4-year low as Trump tariffs bite

German exports to the US fell to a 4-year low in August, hit by Trump tariffs. Shipments to the country dropped 20% from a year earlier, marking the fifth straight month of decline.

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Economy

France's political turmoil drags on: What are the economic risks?

France’s political crisis is fuelling economic and market uncertainty, with risks to growth and compliance with EU borrowing rules. Bond spreads have widened, reforms are stalled, and analysts warn the ECB may need to act if the situation continues to deteriorate.

Markets

Magnificent Seven surpass EU GDP: Is this a tech bubble warning?

The combined market value of the US 'Magnificent Seven' tech giants has surpassed the EU’s GDP, raising concerns of a tech bubble. While valuations are high, comparisons to the dot-com era suggest this may be a structural shift.

Economy

Eurozone inflation hits 5-month high: ECB expected to stay cautious

Eurozone inflation rose to 2.2% in September, its highest in five months, driven by services and energy. Core inflation held at 2.3%, suggesting underlying pressures remain firm. The data reinforces the ECB’s stance to keep rates on hold for now.

Economy

Tariffs and a strong euro are hurting Europe’s exports to America

EU exports to the US dropped sharply as new Trump tariffs and a stronger euro hit trade, slashing Europe's surplus and weighing on key sectors like cars and pharmaceuticals.

Economy

German business sentiment drops: Is the ambitious fiscal plan at risk?

Germany’s business sentiment fell in September, raising doubts over recovery despite fiscal stimulus. Execution delays, labour shortages, and sector bottlenecks risk dragging on growth. Meanwhile, European stocks trail Wall Street as investor focus shifts.

Markets

Why investors are turning bullish on European markets again

European fund managers are turning more optimistic as trade tensions ease, inflation fears fade, and central banks start to cut interest rates. Despite US labour concerns, growth hopes remain firm, with investors favouring defensives and betting on a soft landing.

Economy

Euro holds at 4-year highs, European equities soar on Fed's dovish cut

European stocks rallied on Thursday after the Fed cut rates to 4.00%–4.25% and signalled more easing. Markets cheered the dovish tone, boosting equities across the eurozone, with tech and bank shares leading the gains.

Economy

Why is Lagarde holding rates? The economy is in a 'good place'

Lagarde says the eurozone economy is 'in a good place' as the ECB keeps its benchmark rate steady at 2.00%. With inflation near target and growth revised up, rate cuts are off the table, for now.

Economy

Why investors are ditching bonds for gold in 2025

Gold is shining in 2025, outperforming all major assets. With political instability, doubts over Fed independence, and rising economic risks, gold’s role as a trusted, uncorrelated store of value has made it the safe haven of choice.

Markets

Why September tends to spook European equity markets

September is often a tough month for European stocks, with major indices and many top companies typically posting negative returns.

Economy

Eurozone inflation tops estimates in August: Is the ECB watching?

Eurozone inflation edged up to 2.1% in August, slightly above expectations but still near the ECB's target. Core inflation stayed at 2.3%.

Economy

Eurozone economic mood slips: French political crisis adds to worries

Eurozone economic confidence slipped in August, with sentiment weakening in Germany, Italy and Spain. France’s political crisis, ahead of a no-confidence vote, adds fresh uncertainty as markets brace for possible fallout.

Economy

German consumer confidence slumps again as job fears rise

German consumer confidence fell for a third month in August, with income and economic expectations dropping sharply amid rising job fears. Willingness to buy declined slightly, signalling a fragile outlook.

Economy

Digital Euro: What is it and why do we need it?

The digital euro aims to preserve the role of cash in the digital era, ensuring secure, inclusive payments and protecting eurozone monetary sovereignty. While it won’t rival the dollar globally, it could strengthen Europe’s financial autonomy.

Economy

Is China finally turning the corner on its economic slump?

China's economy shows tentative signs of recovery, but a sluggish property market and geopolitical uncertainty cloud the outlook. Economists remain cautious, warning that while stabilisation is under way, a robust rebound remains elusive.

Economy

Growth fades in Europe: Is the recovery already running out of steam?

The eurozone economy barely grew in the second quarter. Germany and Italy contracted, while Spain continued to shine.

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