Thursday's session on stock markets from the Old Continent brings better sentiment among major benchmarks. The Dax is trading up nearly 1%, and investors' attention is now focused on the CPI inflation reading (1:30 pm BST).
The swap market is currently pricing in a nearly 80% chance of a 75bp rate hike at the October ECB meeting. Source: Bloomberg
DE30 index chart, D1 interval. The benchmark German blue chips are trading higher today and struggling to break through yesterday's highs. Source: xStation 5
Thursday's German market session brings higher valuations for most economic sectors. Source: Bloomberg
News:
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Suedzucker (SZU.DE) raised its earnings forecast for 2023.
Source: Bloomberg
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German chip companies are under downward pressure today due to negative sentiment around the sector. Recall that U.S. industrial supplier Applied Materials (AMAT.US) lowered its outlook for the latest quarter due to recent restrictions imposed by the U.S. on business relations with China.
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Good sentiment is provided by announcements from Airbus (AIR.DE), where the aerospace giant has set a goal of breaking the mark of 700 jets delivered by the end of this year. The company delivered 437 aircraft in the first three quarters.
Bank recommendations:
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AlphaValue/Baader downgraded its recommendation on the stock of GEA Group (G1A.DE) to "reduce."
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Citi lowered its recommendation for Aroundtown (AT1.DE) to "neutral." Target price at €2.33.
Changes in the institution's holdings in individual companies of the DAX index (data from the last session). Source: Bloomberg
The largest percentage changes in the companies included in the DAX index. Source: Bloomberg
The most active stocks of the DAX index (DE30). Source: Bloomberg
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Morning wrap (17.10.2025)
