法兰克福DAX 40指数周一上涨0.4%，至23790点，接近9月1日以来的最高水平，因为投资者权衡了惠誉下调法国信用评级的影响，并期待着一周繁忙的央行会议。由于政策制定者在劳动力市场降温与关税驱动的通胀压力之间取得平衡，人们对美联储的独立性表示担忧，预计美联储周三将降息至少25个基点。相比之下，人们普遍预计英格兰银行和日本银行将保持政策不变。在企业方面，莱茵金属公司在与总部位于不来梅的造船商Lürssen达成协议收购其军事部门NVL后，股价上涨了2%以上。空中客车公司股价上涨超过1%，此前媒体报道称，该公司最早可能在2025年与莱昂纳多和泰雷兹就欧洲卫星联盟达成协议。为了支持反弹，加拿大皇家银行将空客的目标价格从200欧元上调至220欧元。

Frankfurt’s DAX 40 index rose 0.4% to 23,790 on Monday, moving closer to its highest level since September 1, as investors weighed Fitch’s downgrade of France’s credit rating and looked ahead to a busy week of central bank meetings. The US Federal Reserve is expected to cut rates by at least 25 basis points on Wednesday, amid concerns over its independence as policymakers balance a cooling labor market with tariff-driven inflation pressures. By contrast, the Bank of England and the Bank of Japan are widely expected to leave policy unchanged. On the corporate front, Rheinmetall gained more than 2% after striking a deal with Bremen-based shipbuilder Lürssen to acquire its military division, NVL. Airbus added over 1% after media reports suggested the company could reach an agreement as early as 2025 on a European satellite alliance with Leonardo and Thales. Supporting the rally, RBC raised its Airbus price target from €200 to €220.