European Markets Poised to Rise; Focus on Tariffs and Sanctions

(Alliance News) - European stock markets are expected to open higher on Tuesday, according to IG futures data, with Frankfurt set to be the strongest performer among the continent's main indices.

On the geopolitical front, US President Donald Trump has unveiled a shift in strategy regarding the Ukraine conflict, outlining two major directions.

On one hand, Washington will supply significant quantities of weaponry to NATO, which will then be transferred to Kyiv, but with all costs to be borne entirely by European allies.

On the other, Trump has issued an ultimatum to Russian President Vladimir Putin, setting a 50-day deadline to reach an agreement: if not met, the US will impose 100% tariffs on Russia and may introduce secondary sanctions on countries continuing to import Russian oil, particularly China and India.

In Europe, the 27 EU member states have shown unity in condemning the 30% tariffs threatened by the US as "unacceptable and unjustified." Trump, for his part, reiterated that the letters sent to trading partners already constitute de facto agreements.

The FTSE Mib is indicated up 0.2% or 75.0 points after closing Monday 0.3% higher at 40,186.35 points.

Across Europe, London's FTSE 100 is set to rise 0.2% or 20.5 points, Paris's CAC 40 is indicated up 0.3% or 19.4 points, and Frankfurt's DAX 40 is forecast to gain 0.4% or 93.2 points.

Among minor indices, last night the Mid-Cap closed down 0.4% at 55,165.88 points, the Small-Cap slipped 0.3% to 32,072.82, while the Italy Growth index edged up 0.1% to 8,267.71 points.

On the blue-chip list at Piazza Affari, Banca Popolare di Sondrio showed strength, closing up 6.2% at €12.36 per share, rebounding after two bearish sessions.

BPER Banca gained 6.5%. Citadel Advisors Europe reduced its short position on the stock to 0.44% from 0.64%. Meanwhile, Glazer Capital increased its short on BPER Banca to 0.73% from 0.64%. Qube Research & Technologies holds a short position at 0.57%.

Mediobanca - flat at €18.25 - announced Monday it has signed a new €100 million agreement with the European Investment Bank aimed at improving access to credit for Italian small and medium-sized enterprises, with a particular focus on micro-enterprises, women entrepreneurs, and businesses operating in cohesion regions.

This is the first agreement between the two groups, and the funds will mainly be intermediated by Compass Banca, a Mediobanca subsidiary.

Intesa Sanpaolo - up 0.2% - reported Monday that its IMI Corporate & Investment Banking Division participated, alongside a pool of banks, in a medium- to long-term €100 million financing deal for the Dolce&Gabbana group. The new credit line is intended to fund new investments in its fashion division and further expansion of its beauty and home businesses.

Azimut slipped 0.6% to €29.19 per share, following a marginal loss on Friday evening.

On the Mid-Cap, Newprices showed strength, closing up 4.4%, marking its third consecutive bullish session.

Moltiply Group gained 3.0%, after falling 0.9% on Friday evening.

Webuild - up 1.3% - announced Monday it has strengthened its presence in Saudi Arabia with new contracts worth USD600 million for the Diriyah Square project. The total value of contracts awarded by Diriyah Company now exceeds USD2 billion.

Tamburi Investment Partners - up 0.9% - reported Monday it had repurchased ordinary shares between July 7 and 10 for a total consideration of about €320,000. As a result, the company now holds a total of 21 million treasury shares, representing approximately 11% of its share capital.

OVS - down 1.9% - announced Monday it had repurchased ordinary shares between July 7 and 11 for a total consideration of €545,237.18.

On the Small-Cap, Fidia rose 4.6%. On Friday, GSA Capital Partners increased its short position to 1.96% from 1.77%, while WorldQuant reduced its short to 0.96% from the previous 0.85%.

Dexelance - down 0.6% - reported Monday that it had repurchased ordinary shares between July 7 and 11 for a total consideration of €113,007.06.

Fiera Milano - down 1.2% - announced Friday that its board had approved the exercise of the option to renew the contract with Fiere di Parma Spa for the organization of the "Tuttofood" event, extending it through 2040.

The deal is valued at about €75.5 million and has been classified as "of greater significance" under Consob regulations on related-party transactions, as it exceeds 5.0% of Fiera Milano's market capitalization as of March 31.

AbitareIn gained 0.6%, following a 0.3% loss in the previous session.

Among SMEs, Ambromobiliare surged 9.9%, marking its third consecutive positive session.

Metriks AI - up 0.3% - announced it has acquired 60% of the capital of Fanizza Group, a Tuscan company supporting the digital transformation of SMEs and professionals. The total consideration for the deal could reach up to €600,000, of which €480,000 will be paid at closing, expected by October: €200,000 in cash and €280,000 in Metriks shares subject to lock-up until December 31, 2030.

EdiliziAcrobatica Group - up 1.4% - announced Monday that since June 30 it has begun operations in Luxembourg, continuing its expansion path that already includes Italy, France, Spain, Monaco, the United Arab Emirates, and Saudi Arabia.

Among the laggards - among many - Edil San Felice dropped 5.1% to €4.27 per share, after three bullish sessions.

In New York on Monday evening, the Dow closed up 0.2%, the Nasdaq ended 0.3% higher, while the S&P 500 rose 0.1%.

In Asia, the Nikkei is up 0.4%, the Shanghai Composite is down 0.5%, while the Hang Seng is up 0.8%.

On the currency front, the euro is trading at USD1.1686 from USD1.1680 at Monday's close, while the pound is at USD1.3441 from USD1.3440 on Monday evening.

Among commodities, Brent crude is trading at USD69.03 from USD69.55 per barrel at the previous close, while gold is valued at USD3,371.52 from USD3,347.01 per ounce on Monday evening.

As for Tuesday's economic calendar, the ZEW index from Germany and the Eurozone is due at 1100 CEST, along with Eurozone industrial production data.

At 1430 CEST, US CPI inflation data will be released. In the afternoon, several Federal Reserve members are scheduled to speak.

At 2230 CEST, US crude oil inventory data will be published.

Among companies, earnings are expected from Impianti, SG Co, and Triboo.

By Antonio Di Giorgio, Alliance News Reporter

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