EU inventory markets on the rise, new truce in Iran cools crude oil and provides new life to inventory markets | EUROtoday

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(Il Sole 24 Ore Radiocor) – European inventory markets are rising barely after the declines the day earlier than on either side of the Atlantic, whereas the market’s eyes stay targeted on the Middle East. The American president, Donald Trump, has prolonged the ceasefire “until the moment in which Iran’s proposal for negotiations is presented and “the discussions are concluded, someway”. Iran, for its part, said it was ready to negotiate “instantly” once Washington lifted the naval blockade, reiterating that the US must stop “ceasefire violations”. Thus the FTSE MIB of Milan, the CAC 40 of Paris, the DAX 40 of Frankfurt, the IBEX 35 of Madrid, the AEX of Amsterdam and the FTSE 100 of London rise.

In the meantime, however, the White House has put plans to send the American delegation to Pakistan for the second round of talks on hold and Trump claims that Iran is “financially collapsing” and for this reason “they need the Strait of Hormuz to be reopened instantly. Both the United States and Iran might attempt to strengthen their negotiating leverage by taking part in first-to-date”, say the OCBC experts.

Focus on inflation data

On a cyclical level, inflation in the United Kingdom accelerates in March. According to the national statistics office, the consumer price index rose by 3.3% on a yearly basis, after +3% in February, and on a monthly basis recorded a +0.7%, when a year ago on a monthly basis it had risen by 0.3%. Also in March, the Japanese trade balance recorded a positive balance, with a surplus of 667 billion yen (approximately 3.56 billion euros). The figure was lower than expectations for a surplus of 1,106 billion yen. Exports in March increased by 11.7% compared to the same period last year. This data extends the positive streak for the seventh consecutive month, exceeding both the 4% increase recorded in February and the economists’ forecast of 11%, collected by the analysis company Lseg.

Moncler drops, Saipem rises after the accounts

On the stock market, Moncler fell on Piazza Affari after first-quarter revenues were above expectations at 880.6 million euros (+12%), and Saipem rose, having achieved a net profit of 78 million in the same period, substantially stable, and then confirmed its 2026 guidance. The defense sector bounced back after the declines the day before with Avio and Fincantieri, while Leonardo was more cautious, on parity. Sales on Amplifon and Diasorin.

Oil down, eyes on Iran

Oil prices fell after US President Donald Trump extended a ceasefire in the conflict in Iran and Tehran said it had received “some alerts” that Washington might want to lift the blockade of Iranian ports. The market interprets all this as a possible, albeit bumpy, path towards the opening of peace negotiations. However, investors are wondering about the duration of the conflict, given that the truce still appears fragile: Trump, despite having extended the ceasefire, has made it known that the United States will continue to block the country’s ports until Tehran offers “a unified proposal”. In this context, the WTI expiring in June misplaced 0.9% to 88.8 {dollars} a barrel and the Brent of the identical maturity, which had gained virtually 9% within the earlier two periods, fell by 0.64% to 97.82 {dollars}.