Country: FR | Published: 2026-09-23
French equities continue to trade with a split personality, as the flash composite PMI hitting a 25-month high confirms the private sector is genuinely accelerating, yet fiscal wor
French equities continue to trade with a split personality, as the flash composite PMI hitting a 25-month high confirms the private sector is genuinely accelerating, yet fiscal worries keep a lid on the country ETF. The gap between improving growth data and budget anxiety remains the core tension for investors. Diplomatic noise, from Azerbaijan tensions to immigration debates, has stayed mostly peripheral to price action, while defense sector optimism offers a bright spot in an otherwise cautious tape.