CAC 40: decrypting an avalanche of results and ads from the Fed, the CAC 40 patina

(BFM Stock Exchange) – The Parisian index is down at mid -session of this Thursday. Similarly, July 31, while investors are busy deciphering a torrent of business results. Consequently, The Fed, it, opted for a status quo on its rates, despite the differences of two of its members.

The Paris Stock Exchange may face the most loaded day of its year. Meanwhile, Its largest index, CAC 40, restores 0.12% to mid-session of this Thursday, July 31 to 7,852.59 points. In addition,

Investors dissect the announcements of the American Federal Reserve (Fed) which opted for the status quo on its guiding rates on Wednesday evening. Consequently, to the Dam of Donald Trump. However. Meanwhile, two of its members (Christopher Waller and Michelle Bowman) have spoken out against this maintenance, which had not happened since 1993.

>> Access our exclusive graphic analyzes. cac 40: decrypting avalanche results and enter into the confidence of the trading portfolio

“If these votes are involved in a context of increased political pressure from the Trump administration for a more flexible monetary policy, they also reflect the accumulation of clues signaling a slowdown in the American economy,” notes Allison Boxer, of Pimco.

Fears for spirits

Economists point out that the president of the Fed. Jerome Powell, adopted a more restrictive tone at the press conference he held in the wake of these announcements.

“Powell did not seem impressed by the strong pressures in favor of an immediate drop in rates. made restrictive remarks and gave no new indication on the future development of rates,” observes Barclays. “We maintain our forecast for a decrease of 25 basic points (0.25 percentage points, editor’s note) this year, in December,” added the bank.

The market also continues to follow the latest information on customs cac 40: decrypting avalanche results duties before the August 1 deadline. when the United States will apply important customs surcharge on countries or group of countries with which they have not concluded. Donald Trump announced that he would impose 25% customs duties on Indian imports on Friday to sanction the country to have oil. Russian military equipment.

In addition. according to European diplomatic sources cited by Reuters, European wines and spirits will undergo American customs duties by 15% from August 1. France hoped that these products could benefit from an exemption.

Investors must above all dissect a plethora of corporate publications. Accor drops by 9% after delivering incomes and growth of its disappointing network.

Sanofi abandons 4% while its net profit per share proved to be lower than analysts’ forecasts in the second quarter. Bouygues is also sanctioned heavily by the market (-5.8%) after revealing mixed results.

Conversely, Société Générale climbs 7.3% cac 40: decrypting avalanche results then the bank exceeded the second quarter expectations. noted its objectives and announced a program of share buybacks of 1 billion euros. Safran, who also enhanced his annual prospects, wins 4%. Legrand is advancing for his part of 3.8% after raising his margin target for the current year.

Excluding CAC 40, Wendel (-11.5%), FDJ United (-9.7%), Eramet (-9.5%) or Ipsen (-7%) are sanctioned by the market. Conversely, Air France-KLM takes off (+4.7%).

In other markets, the euro takes 0.2% against the dollar at 1.1428 dollars. Oil is sluggish. The October contract on the Brent de Mer du Nord advances 0.8% to $ 71.95 per barrel while that of September on the WTI listed in New York fell 0.6% to 69.56 Dollars per barrel.

Julien Marion – © 2025 BFM Bourse