Daily Financial Briefing

EUROPE

05 August 2026

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Europe — Financial Briefing | 05 August 2026

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1. MARKET OVERVIEW

Index	Close	Change	% Change
Euro Stoxx 50	4,812.34	+38.21	+0.80%
FTSE 100	8,643.17	+52.44	+0.61%
DAX 40	19,287.65	+124.33	+0.65%
CAC 40	7,541.88	+61.07	+0.82%
IBEX 35	11,234.56	+89.12	+0.80%
FTSE MIB	34,112.40	+210.30	+0.62%
AEX (Amsterdam)	912.74	+7.83	+0.87%

European equities closed broadly higher, driven by energy and financials sectors.

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2. CURRENCY AND FOREX

Pair	Rate	Change	% Change
EUR/USD	1.0934	+0.0021	+0.19%
EUR/GBP	0.8412	-0.0008	-0.09%
GBP/USD	1.2994	+0.0034	+0.26%
EUR/CHF	0.9621	+0.0012	+0.12%
EUR/JPY	162.44	+0.38	+0.23%
EUR/MUR	52.87	+0.11	+0.21%
USD/MUR	48.35	+0.09	+0.19%

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3. ECONOMIC INDICATORS

Indicator	Country	Period	Value	Prior
CPI (YoY)	Eurozone	Jul 2026	2.1%	2.3%
Core CPI (YoY)	Eurozone	Jul 2026	2.4%	2.6%
GDP Growth (QoQ)	Eurozone	Q2 2026	+0.4%	+0.3%
Unemployment Rate	Eurozone	Jun 2026	5.9%	6.0%
PMI Composite	Eurozone	Jul 2026	52.3	51.8
PMI Manufacturing	Germany	Jul 2026	48.7	47.9
PMI Services	France	Jul 2026	53.1	52.4
Industrial Output (MoM)	Germany	Jun 2026	+0.6%	-0.2%

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4. BANKING SECTOR

Institution	Share Price	Change	% Change	52-Wk High
BNP Paribas	€68.42	+0.87	+1.29%	€71.30
Deutsche Bank	€19.34	+0.22	+1.15%	€21.05
HSBC Holdings	£7.84	+0.09	+1.16%	£8.12
Barclays	£2.31	+0.03	+1.31%	£2.47
Santander	€5.17	+0.06	+1.17%	€5.44
UniCredit	€38.92	+0.51	+1.33%	€40.10
ING Group	€17.63	+0.19	+1.09%	€18.34

ECB deposit facility rate: 2.75% | ECB main refinancing rate: 2.90%

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5. TRADE AND INVESTMENT

Metric	Period	Value	Prior
Eurozone Trade Balance	Jun 2026	+€18.4bn	+€16.9bn
Eurozone Exports (MoM)	Jun 2026	+1.2%	+0.8%
Eurozone Imports (MoM)	Jun 2026	+0.4%	+0.6%
EU FDI Inflows (YTD)	H1 2026	€312bn	€289bn
Germany Exports (MoM)	Jun 2026	+1.4%	+0.5%

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6. KEY FINANCIAL NEWS

**ECB holds rates** at **2.75%** following July policy meeting minutes release.

**Germany GDP Q2 2026**: confirmed at **+0.5% QoQ**, avoiding technical recession.

**UniCredit** reports Q2 2026 net profit of **€2.1bn**, up **+8.3% YoY**.

**UK gilt 10-year yield**: **4.42%** | **German Bund 10-year yield**: **2.61%**

**Brent Crude**: **$83.14/bbl** (+0.7%) | **Natural Gas (TTF)**: **€38.20/MWh** (+1.1%)

**Gold (EUR)**: **€2,487/oz** | **Gold (USD)**: **$2,718/oz**

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7. OUTLOOK

Horizon	Event	Date	Consensus
Near-term	ECB Policy Decision	11 Sep 2026	Hold at 2.75%
Near-term	Eurozone Retail Sales	06 Aug 2026	+0.3% MoM
Near-term	UK BoE Rate Decision	07 Aug 2026	Hold at 4.50%
Medium-term	EU Inflation Target	Q4 2026	2.0%
Medium-term	Eurozone GDP Q3 2026	Oct 2026	+0.4% QoQ

Markets watch BoE decision on 07 August 2026 and Eurozone retail data for near-term direction.