Daily Financial Briefing
FRANCE
05 August 2026
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France — Daily Financial Briefing

05 August 2026

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1. MARKET OVERVIEW

IndexLevelChange% Change
CAC 408,214.37+43.82+0.54%
CAC Mid 6014,108.55+61.20+0.44%
SBF 1206,892.14+29.67+0.43%
CAC Large 607,741.90+38.45+0.50%

Market Cap (CAC 40): €2.91 trillion

Daily Volume (Euronext Paris): €6.84 billion

52-Week High (CAC 40): 8,487.22 | 52-Week Low: 7,103.68

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2. CURRENCY AND FOREX

PairRateChange% Change
EUR/USD1.1042+0.0031+0.28%
EUR/GBP0.8471-0.0012-0.14%
EUR/JPY163.84+0.47+0.29%
EUR/CHF0.9538+0.0008+0.08%
EUR/MUR51.23+0.14+0.27%

ECB Reference Rate (EUR/USD): 1.1039

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3. ECONOMIC INDICATORS

IndicatorPeriodValuePrior
GDP Growth (QoQ)Q2 2026+0.4%+0.3%
GDP Growth (YoY)Q2 2026+1.2%+1.0%
Inflation (CPI YoY)July 20262.1%2.3%
Unemployment RateJune 20267.1%7.3%
Industrial Output (MoM)June 2026+0.6%-0.2%
Consumer Spending (MoM)June 2026+0.3%+0.1%
Government Deficit (% GDP)2026 Est.-4.8%-5.1%
Public Debt (% GDP)2026 Est.111.4%112.8%

ECB Key Interest Rate: 2.25%

Banque de France Rate Forecast 2026: 2.00%

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4. BANKING SECTOR

InstitutionShare Price (€)Change% Change
BNP Paribas68.42+0.84+1.24%
Société Générale31.17+0.43+1.40%
Crédit Agricole16.88+0.19+1.14%
Natixis5.74+0.06+1.06%

BNP Paribas CET1 Ratio: 13.8%

Société Générale CET1 Ratio: 13.2%

Crédit Agricole CET1 Ratio: 17.4%

Euribor 3-Month: 2.31%

10-Year OAT Yield: 3.24%

OAT-Bund Spread: +68 bps

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5. TRADE AND INVESTMENT

MetricPeriodValuePrior
Trade BalanceJune 2026-€5.2bn-€5.8bn
ExportsJune 2026€52.4bn€51.1bn
ImportsJune 2026€57.6bn€56.9bn
FDI Inflows (YTD)H1 2026€38.7bn€34.2bn
FDI Outflows (YTD)H1 2026€44.1bn€41.6bn
Current Account BalanceJune 2026-€2.1bn-€2.7bn

Top Export Destinations: Germany, USA, Italy, Spain, Belgium

Top Import Origins: Germany, China, Belgium, USA, Netherlands

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6. KEY FINANCIAL NEWS

  • **CAC 40** extends four-session winning streak on improved eurozone sentiment.
  • **BNP Paribas** reports H1 2026 net income of **€6.14 billion**, up **+8.3% YoY**.
  • **Société Générale** completes **€1.2 billion** share buyback programme ahead of schedule.
  • **French CPI** drops to **2.1%** in July 2026, lowest reading in 28 months.
  • **Crédit Agricole** announces acquisition of regional Italian lender for **€870 million**.
  • **10-Year OAT yield** eases to **3.24%** following softer inflation data.
  • **Airbus (CAC 40)** secures aircraft order worth **€4.3 billion** from Asian carrier consortium.
  • **French Treasury** prices **€8.5 billion** in OAT bonds at average yield of **3.18%**.

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    7. OUTLOOK

    Indicator2026 Forecast2027 ForecastSource
    GDP Growth+1.2%+1.5%INSEE
    CPI Inflation2.2%1.9%Banque de France
    Unemployment7.0%6.7%INSEE
    Budget Deficit (% GDP)-4.8%-4.2%French Treasury
    ECB Rate (Year-End)2.00%1.75%ECB Projections
    CAC 40 Target (Consensus)8,5508,900Bloomberg Consensus

    Next Data Release: French Industrial Production — 07 August 2026

    Next OAT Auction: 07 August 2026

    EcoMauritiusHub.comGlobal Financial Intelligence Platform