Meanwhile,
Cac 40: shading areas persist:
(BFM Stock Exchange) – CAC 40 finished down this Monday. For example, July 28 after the agreement made between the United States and Europe which avoids the worst scenario for European imports. For example, The market. however, is beginning to realize that the text included in the marble of less good export conditions for European companies.
A rebound that made Pschitt. Similarly, The Paris Stock Exchange, which had increased more than 1%, completed this session from Monday, July 28 on a dull note. Furthermore,
The CAC 40, its main index, fell 0.43% to 7,800.88 points after the trade agreement made Sunday evening between Brussels. Meanwhile, Washington, fixing the customs duties imposed by the United States on European imports at 15%. Consequently, Without common ground, Washington would have inflicted customs taxes of 30% on Europe from cac 40: shading areas persist August 1.
This agreement. Consequently, described as “larger” never concluded in terms of trade by Donald Trump, includes a certain number of exceptions, with products taxed at 0% on the part of the two business partners, including aeronautical equipment, equipment for semiconductors, and certain agricultural products. Meanwhile, But not alcoholic products whose fate must be decided “in the coming days,” said Ursula von der Leyen.
The text also provides that Europeans will buy $ 750 billion in energy products from the United States. Nevertheless, will invest $ 600 billion in the country.
“A marked deterioration of export conditions” – Cac 40: shading areas persist
However, the agreement faces many criticisms. The French minister in charge of Europe, Benjamin Haddad judges the text “unbalanced”. The Prime Minister, François Bayrou, even talked about “a dark day” for a Europe which “resolves to submission”. Additionally, The president of the Italian council, Giorgia Meloni, spoke of a “potentially devastating” agreement. cac 40: shading areas persist
Ursula von der Leyen recalled “where we came from”. with the risk of very high customs from customs on August 1 and invoked the need to “give visibility to businesses” and citizens.
“If the agreement reduces uncertainty. the risk of climbing, it confirms a marked deterioration of the conditions of export of European companies to the United States,” said UBS in a note. Based on the indications given by Ursula von der Leyen during its press conference. the Swiss bank calculates an average tax rate of taxation on European imports at 15.2% against approximately 1.5% before the “Liberation Day” in early April.
“In the absence of a joint statement from the United States. the European Union, we are somewhat concerned about the ambiguities that could give rise to divergent interpretations of what has been agreed,” added the bank.
The United States is still far from finishing its negotiation cac 40: shading areas persist marathon. After Europe. Washington began on Monday in Stockholm on Monday, a new cycle of negotiations with Beijing on their reciprocal customs duties, which could lead to an extension of the customs “break” between the United States and China.
Several media reports that Washington. Beijing will extend the suspension of most of the customs surcharges by 90 days that they had mutually inflicted. This break had been decided in May. temporarily fixed customs surcharges hitting Chinese products at 30% and those imposed on American products by China at 10%, against 145% and 125% respectively before this agreement.
Forvia leaps
On the side of the values, Forvia flew by 13.4% after delivering encouraging half -yearly results, with a cash flow more than twice as high as they are.
Roberttet gained 5.5% after reporting robust growth over the first six months of its 2025 fiscal year.
Thales, on the other cac 40: shading areas persist hand, fell by 4.3%. The entire defense sector is receding on Monday after Donald Trump said that Europeans are buying more military equipment. in the United States in the coming years.
Rémy Cointreau sold 3.45% penalized by Barclays who lowered his advice to “sub-ponderation” against “online weighting”.
In the other markets, the euro unscrews against the dollar after this agreement unfavorable to European exports. The European motto dives 1.15% against the greenback at $ 1.1620.
Oil rises. The September contract on the Brent de Mer of the North takes 1.08% at 68.39 Dollars per barrel while the same maturity on the WTI listed in New York advances from 1.14% to 65.90 Dollars per barrel.
Sabrina Sadgui – ©2025 BFM Bourse
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