周五，富时MIB指数下跌超过1%，至40440点左右，延续了前一交易日的跌幅，触及两周多来的低点，因为新宣布的美国关税打压了市场情绪。美国的有效关税率已从今年早些时候的2%多一点飙升至15%左右，为几十年来的最高水平。值得注意的变化包括加拿大商品的关税从25%提高到35%，瑞士进口商品的关税提高到39%。欧盟通过在最后一刻达成协议，勉强避免了更严厉的处罚，但自8月1日起，欧盟仍面临对美国出口15%的关税。与此同时，交易员消化了一批新的企业收益。尽管倍耐力报告上半年有机收入增长4.4%，净利润从一年前的2.31亿欧元上升到2.64亿欧元，但倍耐力股价下跌了近3%。在数据方面，意大利制造业正在接近稳定，而6月份零售额同比增长1%，较5月份的1.4%有所放缓。
The FTSE MIB fell more than 1% to around 40,440 on Friday, extending losses from the previous session and hitting a more than two-week low, as sentiment was weighed down by newly announced US tariffs. The effective US tariff rate has surged to around 15%, up from just over 2% earlier this year—its highest level in decades. Notable changes include an increase in tariffs on Canadian goods to 35% from 25%, and on Swiss imports to 39%. The EU narrowly avoided steeper penalties by securing a last-minute deal, but still faces a 15% tariff on its exports to the US, effective August 1. Meanwhile, traders digested a fresh batch of corporate earnings. Pirelli dropped nearly 3% despite reporting 4.4% organic revenue growth in the first half of the year, with net profit rising to €264 million from €231 million a year earlier. On the data front, Italy’s manufacturing sector is approaching stabilization, while retail sales rose 1% year-on-year in June, easing from a 1.4% gain in May.
