EU

European equity markets rallied today, with the Stoxx Europe 600 closing up +0.9%, marking its first weekly gain in three weeks. The move was underpinned by a broad-based rotation into cyclicals, led by autos (+1.8%) and industrials, as optimism around EU-China trade cooperation and geopolitical de-escalation supported risk-on sentiment. German large caps like Porsche (+7.6%), BMW (+5.3%), and Schneider Electric (+6.5%) saw strong inflows, while UK names such as JD Sports (+7.6%) benefitted from peer-driven momentum. The euro’s relative softness added a FX tailwind, while expectations of policy stability in the eurozone kept bond yields in check. Strong breadth and volume indicate institutional participation in the rally. $BMW (+4,25 %)
$P911 (+6,17 %)
$SU (+5,81 %)
$JD. (+6,7 %)