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The FTSE MIB gained 1.1% to close at 43,054 on Monday, as investors positioned for the Fed meeting and an expected rate cut. Global shares hit fresh record highs, with traders nearly certain of a 25bps Fed reduction on Wednesday, according to CME’s FedWatch tool. Italy plans to maintain GDP growth forecasts of 0.6% for 2025 and 0.8% for 2026, Economy Minister Giancarlo Giorgetti said, despite uncertainties linked to US import tariffs. On the corporate front, Brunello Cucinelli (+5.7%) led the index after JPMorgan initiated coverage with an overweight rating and €125 target. Intesa Sanpaolo (+2.5%), Leonardo (+3.7%), STMicroelectronics (+4%), Unicredit (+1.3%), and Moncler (+3.3%) also advanced, while Amplifon fell 2.3%.

FTSE MIB Rises Ahead of Fed Meeting

The DAX in Frankfurt experienced some volatility on Monday, closing about 0.2% up at 23,7364, as investors braced for policy decisions from major central banks, including the US Federal Reserve, the Bank of England, the Bank of Japan and the Bank of Canada. The US central bank is widely anticipated to cut rates by at least 25 bps. Meanwhile, attention remains on France as Fitch downgraded its credit rating, citing rising government debt and increasing political polarization, raising concerns over the size of its upcoming budget deficits. Among single stocks, reinsurance companies Hannover Ruck and Munchener Ruck posted the biggest gains, adding 3.6% and 2%, respectively. Other top advancers included E.ON (+1.5%), Rheinmetall (0.9%) and Porsche AG (+0.7%). On the downside, Bayer (-2.6%) and Heidelberg Materials (-2.4%) recorded the largest declines.

DAX Ends Slightly Up

Gold increased to an all-time high of 3676.00 USD/t.oz. Over the past 4 weeks, Gold gained 10.26%, and in the last 12 months, it increased 42.21%.

Gold Hits All-time High

European stocks closed firmly higher at the start of the week as markets assessed the outlook on global rates and credit risks in the Eurozone. The Eurozone's STOXX 50 advanced 0.9% to 5,438 and the STOXX 600 added 0.4% to 557. The Federal Reserve is widely expected to resume interest rate cuts with a 25bps reduction. Investors will also be watching policy updates from the Bank of England, the Bank of Japan, and the Bank of Canada. Meanwhile, attention remains on France and the magnitude of deficits in its upcoming budget after Fitch downgraded its credit rating, citing rising government debt and growing political polarization. Luxury stocks surged after JPMorgan announced it sees material upside in the sector, while markets assessed the likelihood of Armani being sold to a conglomerate. LVMH jumped nearly 3% and Kering added over 5.5%. Meanwhile, Rubis soared 7.7% following reports of takeover interest from CVC Capital Partners and Trafigura.

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