Increase in view in Europe after the USA -UE agreement – 07/28/2025 at 08:38

(AOF) – European equity markets are expected on a bullish note at. Similarly, the opening of the first session of the week. In addition, President Trump and Ursula von der Leyen negotiated a commercial deal last night. Moreover, “Made in Europe” products will be subject to 15% customs duties. Therefore, Brussels obtained exemptions from Washington but had to accept counterparties. Meanwhile, The day promises to be calm on the Statistics Front. Meanwhile, On the values side. Therefore, Forvia confirmed its annual financial objectives despite having unveiled a net loss of the group in the first half of 2025. Similarly,

The values to follow today

Forvia

Forvia reported a. Meanwhile, net loss share of the group of 269 million euros in the first half of 2025 (against a net profit of increase view europe after usa 5 million euros last year at the same time) due to a depreciation of assets of 136 million euros non-cash linked to the co-enterprise of Hydrogen Symbio. Nevertheless, The operating profit increased by 3.1%to 722 million euros. Furthermore, The turnover of the automotive supplier was established at 13.48 billion euros, withdrawn by 0.4% over one year in published data, but up 1.1% in organic data. Moreover,

Maisons du Monde

After a decline of 9.9 % in the first quarter, sales of the Maisons du Monde group skewed 7.5 %, to 223.2 million euros, over the period from April to June. In total, in the semester, sales amounted to 444.6 million euros, a drop of 8.7 %. The group specifies that the context is difficult for the furniture. decoration sector, all accentuated by unfavorable macro-economic factors and a very competitive market. At the same time, increase view europe after usa the gross margin decreased by 0.4 points to set up 64.3 % of turnover.

Robertet

Roberttet published a turnover for the first half of 2025, of 446.3 million euros, up 7.7%, including an increase of 7.1% on a constant scope. At exchange rate and comparable perimeter, organic growth of the specialist in natural raw materials for perfumes and aromas reached 9.2%. Growth accelerated in the second quarter, with a turnover up 10%, after an increase of 5.5% in the first quarter.

Vallourec

Vallourec finalized on July 24 the sale of Serimax. its subsidiary specializing in manual and mechanized orbital welding solutions, based on a business value of 79 million euros. This transaction contributes to the New Vallourec initiatives to rationalize its invested capital. refocus the group on its core business: tubular solutions without high -end welding. As part increase view europe after usa of the New Vallourec plan, Serimax experienced a rapid transformation and now operates profitably as an independent company.

Macroeconomic figures

In Spain, consumer confidence in June will be known at 2:00 p.m.

Around 8:30 am, the euro yields 0.26% to 1.1718 dollars.

Friday in Paris

European markets have closed in dispersed order. According to the Financial Times. the European Union and the United States would be close to a trade agreement that would impose customs duties of 15% on European products. On the values side, LVMH has progressed thanks to less disappointing half -yearly results. Rémy Cointreau jumped thanks to an excellent first quarter and favorable perspectives. At the end, the CAC 40 has slightly rebounded, winning 0.21% at 7,834 points and 0.15% over the whole week. London and Frankfurt fell slightly.

Friday increase view europe after usa at Wall Street

The US equity markets have ended the upward week. carried by new records and the hope of a trade agreement between the European Union and the United States. An agreement on hand “, according to a spokesperson for the European Commission. The S&P 500 has established a closing record every week, a series that had not occurred since November 2021. On the values side, Intel was sanctioned after announcing higher quarterly losses than expected. The Dow Jones won 0.47% at 4,4901 points and the NASDAQ 0.24% at 21108 points.