In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at the correlation between robust financial markets and healthy US consumer
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, GREENING, SANTANDER. Rebote de corta duración con la entrada en vigor de los aranceles Hoy entran en vigor los aranceles recíprocos en Europa (20%) y en China (104%, donde el arancel a “minimis” se elevan un 90% frente al 30% inicial) pero ayer las bolsas de Europa y EE.UU. rebotaban con subidas superiores al +2,5% con la esperanza de posibles cesiones a ambos lados del Atlántico mientras duran las negociaciones. El Ibex recuperó los 12.00...
NEWS SUMMARY: FLUIDRA, GREENING, SANTANDER. Short-lived rally with tariffs going into force Today the reciprocal tariffs on Europe (20%) and China (104%, where the de minimis tariff rises to 90% vs. the initial 30%), but yesterday European and US stock markets rallied with gains of more than +2.5% with the hope of possible concessions on both sides of the Atlantic in the ongoing negotiations. The IBEX rose back above 12,000 points. In the STOXX 600, all the sectors closed with gains, led by In...
Europe's real estate spreads have not been immune from recent credit market turmoil, but have performed better than other sectors with only mild widening. The sector is somewhat insulated in a recession and benefits from lower interest rates. Companies with a higher exposure to development or the US are more affected, but the impact should be manageable
Europe's real estate spreads have not been immune from recent credit market turmoil, but have performed better than other sectors with only mild widening. The sector is somewhat insulated in a recession and benefits from lower interest rates. Companies with a higher exposure to development or the US are more affected, but the impact should be manageable
EQS-News: Continental AG / Schlagwort(e): Strategische Unternehmensentscheidung Continental beschließt Verselbstständigung von ContiTech und passt Vorstandsbesetzung an 08.04.2025 / 10:02 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. ContiTech wird als Spezialist für Materiallösungen mit starkem Industriefokus eigenständig agieren / Transaktionsform und genauer Zeitplan für Verselbstständigung werden im nächsten Schritt ausgearbeitet Continental wird ein fokussiertes globales Reifenunternehmen Nikolai Setzer, CEO: „Wir schaffen d...
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