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The CAC 40 rose 0.1% to close at 8,232 on Monday, just shy of its all-time high, driven by gains in Capgemini (+1%), Schneider Electric (+2%), BNP Paribas (+1.2%), and AXA (+0.5%) as investors positioned ahead of corporate earnings reports due later this week. Markets are also focused on global trade talks, major central bank decisions, and key data releases, including flash French GDP and inflation figures. President Donald Trump voiced optimism about reaching a US–China trade deal, with a meeting with President Xi Jinping expected on Thursday in South Korea. Domestically, French lawmakers will continue debating the revenue component of the 2026 budget, while the Socialist Party has again threatened to censure Sébastien Lecornu’s government. Last week, Moody’s affirmed France’s credit rating but revised its outlook to “negative” from “stable,” citing mounting fiscal and political pressures.