The CAC40 gained nearly 0.3% this morning, around 7595 points, benefiting in particular from the rise in luxury goods, with +1.3% for Kering and Hermès.

Investors are awaiting the reopening of Wall Street, which was closed yesterday for Juneteenth, the day commemorating the abolition of slavery, and whose direction could give new impetus to the markets.

Futures on New York indices are currently pointing to an opening in positive territory following the new records set on Tuesday evening, thanks in particular to the continued rise of Nvidia, now the world's largest capitalization.

In Europe, few announcements are expected from the BoE, which will announce its rate decision at 1:00 p.m.

The recent slowdown in inflation, which last month reached the 2% target set by the central bank, is nevertheless beginning to fuel speculation about a forthcoming rate cut.

The signals sent by the British economy are contradictory", point out Oddo BHF analysts, who on the one hand point to "robust" growth and rising wages and service prices, but also to a rising unemployment rate and a labor market "close to an inflection point".

A rate cut is not expected this week, but the downward cycle should start in August or September", predicts the private bank.

Before the BoE, the Swiss National Bank is expected to maintain the accommodative stance of its monetary policy in the morning, perhaps with a further rate cut.

The US session will also be punctuated by a number of statistics, with the publication of the latest housing figures, the Philadelphia Fed index and jobless claims.

On the bond market, the spread between the yield on the ten-year German Bund (2.42%) and that on its French equivalent with the same maturity (3.17%) stabilized at just under 80 basis points, the highest since 2012.

The euro weakens again, to return to around $1.0735.

In French company news, Bic updates its sales growth outlook for 2024, due to a difficult macroeconomic environment, including 'a moderate to high single-digit decline in the U.S. lighter market (by value)'.

Dassault Systèmes announces that Mahindra & Mahindra, an Indian manufacturer of automobiles and agricultural machinery, has opted for its cloud-based 3DEXPERIENCE platform to accelerate the entire development process for its new products.

Technip Energies announces that it has won a 'significant' contract (between 50 and 250 million euros in sales, depending on its terminology) from Indian Oil Corporation Limited (IOCL), which will be accounted for in Q2 2024 order intake.

Vivendi subsidiary Canal+ announced on Thursday that it had increased its stake in Asian streaming service Viu to 36.8%, in line with the agreement reached with Hong Kong's PCCW last year.

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