Morning meeting AOF France / Europe - Markets stressed by a euro under pressure and a potential cocktail of inflation/recession

Morning meeting AOF France / Europe – Markets stressed by a euro under pressure and a potential cocktail of inflation/recession

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(AOF) – European markets are expected to decline at the opening after a bright red session yesterday. The euro closed below parity at $0.9936. The risk that inflation and recession in Europe will combine does not inspire anything worthwhile for European investors who are also impatiently awaiting the meeting of central bankers which will begin Thursday in Jackson Hole, in the United States. In Paris, the decline in the CAC40, which closed yesterday at 6,378.74 points (-1.80%), is likely to continue today, just like that of the EuroStoxx 50 which ended at 3,658.22 points. (-1.93%).

The values ​​to follow today

Affluent Medical

The board of directors of Affluent Medical, a French MedTech player founded by Truffle Capital, wishes to accelerate its deployment. To this end, it has decided to adapt its method of governance by separating the functions of Chairman of the Board of Directors and Chief Executive Officer. Consequently, Sébastien Ladet joins the company as Chief Executive Officer as of today and Michel Finance is maintained in his role as Chairman of the Board of Directors.

Engie

Ocean Winds, a joint venture of Portuguese group EDP Renováveis ​​(EDPR) and energy company Engie, has won two batches of offshore wind turbines from Scotland, with a capacity of 2.3 gigawatts (GW), reported today the Portuguese web media jornaldenegocios.pt.

Gaussin

Metalliance, a subsidiary of the Gaussin group, has announced an order for three electric underground vehicles for the Singapore metro. The contract includes 1 MSV-60 for transporting the tunnel’s central panels, 1 TSP-50 for transporting concrete and 1 TSP-100 for transporting segments, with delivery on site scheduled for spring 2023.

Macroeconomic figures

10:15 a.m. in France

Purchasing managers’ indices for manufacturing and services in August

10:30 in Germany

Purchasing managers’ indices for manufacturing and services in August

11:00 a.m. in the euro zone

Purchasing managers’ indices for manufacturing and services in August

3:45 p.m. in the United States

Purchasing managers’ indices for manufacturing and services in August

4:00 p.m. in the United States

New Home Sales in July

4:30 p.m. in the euro zone

Consumer confidence in August

Yesterday in Paris

European markets fell. The risks of a recession in Germany as well as the passage on several occasions today of the euro below the parity threshold with the dollar are making investors nervous. In Paris, the automotive sector – Stellantis and Renault in particular – struggled, while stocks in the energy sector such as TechnipEnergies, TotalEnergies or Albioma fared better. The CAC 40 lost 1.80% to 6,378.74 points, while the Euro Stoxx 50 fell 1.93% to 3,658.22 points.

Yesterday on Wall Street

US equity markets ended lower. A halt after four consecutive weeks of increase. This news is due to the fall of the country’s large cap stocks and the rise in bond yields. Technology stocks, very sensitive to rate hikes, were the most affected, Meta and Alphabet yielding 2.92% and 2.58% respectively. The Dow Jones index dropped 1.91% to 33,063.61 points while the Nasdaq fell 2.55% to 12,381.57 points.

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