París enfrenta una factura creciente por su deuda justo cuando la política dificulta una solución. Los mercados se preparan para una volatilidad que podría prolongarse hasta las elecciones.

After decades of budget deficits and steadily rising debt, markets are putting a new price on French risk.

As the political stakes rise in France, the country’s equities are looking vulnerable. They are under-performing, under-owned and worst of all perhaps, Europe’s most unloved.

More than €2 billion ($2.3 billion) was wiped off the value of French airport and highway operators on Tuesday after the government said it’s considering higher taxes on transport infrastructure.

European stocks closed steady on Monday, ceding their earlier gains after 10-year Treasury yields climbed above 5.25%.

Corporate America’s blowout earnings are being underpinned by a robust economic outlook and the artificial intelligence boom, meaning worries about an “earnings bubble” are overblown, according to Goldman Sachs Group Inc. strategists.

EssilorLuxottica SA, one of the best-rated blue chips in Europe, received a rare sell rating from broker Kepler Cheuvreux amid a stock-market rout that has seen the shares of the Ray-Ban maker lose 55% since November.

Europe’s highest natural gas prices in three years are causing stock-market professionals to size up the likely winners and losers as the continent heads into winter.

Investors should buy any dips in equities given a robust corporate earnings outlook, say JPMorgan Chase & Co. strategists, who see the rally continuing despite the rise in global bond yields and inflation jitters.

European stocks posted their third weekly decline in four, as traders added to wagers on a US interest-rate hike following a hotter-than-expected jobs report.

A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.

Europe’s stock market is the only major region to have experienced a meaningful improvement in risk appetite in recent weeks, supported by fresh capital inflows and better-than-expected earnings, according to strategists at Citigroup Inc.

European stocks tested fresh highs, with consumer products and retail shares among the biggest gainers, as signs of easing tensions between the US and Iran pushed oil prices lower.

European shares erased Friday’s gains, as Novo Nordisk A/S slumped after a failed drug study and Universal Music Group NV sank to a record low on disappointing earnings.

European stocks rose after upbeat results from companies including Unilever Plc and Safran SA, while renewed optimism about peace in the Middle East also boosted sentiment.

US technology stocks were set to slump, tracking a rout in global semiconductor shares as concerns over artificial intelligence spending were compounded by rising competition from China.

The European equity market has long been seen as immune to shocks driven by only a handful of stocks. A narrow rally in 2026 has completely flipped that script.

Investors who want additional exposure to artificial intelligence in Europe are getting creative, searching out companies that enable the technology or stand to benefit from it as the usual suspects get more pricey.

Investors who want additional exposure to artificial intelligence in Europe are getting creative, searching out companies that enable the technology or stand to benefit from it as the usual suspects get more pricey.

The prospect of peace in the Middle East is setting up European stocks for a standout second half, as investors bet on stronger economic growth and easing inflation.