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2026-09-23

Bank of America: It expects the Bank of England to raise interest rates by 25 basis points in November 2026 and February 2027, compared with its previous forecast that rates would remain unchanged until November 2027.

Bank of America: It expects the Bank of England to raise interest rates by 25 basis points in November 2026 and February 2027, compared with its previous forecast that rates would remain unchanged until November 2027.
2026-09-23

Morgan Stanley remains overweight banks, semiconductors and capital goods; among major European equity markets, France’s CAC 40 shows the strongest positive correlation with a reopening of the Strait of Hormuz.

Morgan Stanley remains overweight banks, semiconductors and capital goods; among major European equity markets, France’s CAC 40 shows the strongest positive correlation with a reopening of the Strait of Hormuz.
2026-09-23

Morgan Stanley: Still overweight the banking, semiconductor and capital goods sectors; among major European stock markets, the French CAC 40 index has the strongest positive correlation with the reopening of the Strait of Hormuz.

Morgan Stanley: Still overweight the banking, semiconductor and capital goods sectors; among major European stock markets, the French CAC 40 index has the strongest positive correlation with the reopening of the Strait of Hormuz.
2026-09-23

Morgan Stanley says European equities are most sensitive to a potential reopening of the Strait of Hormuz as U.S.-Iran diplomacy progresses.

Morgan Stanley says European equities are most sensitive to a potential reopening of the Strait of Hormuz as U.S.-Iran diplomacy progresses.
2026-09-23

Morgan Stanley: With progress in US-Iran diplomacy, European stock markets are most sensitive to the potential reopening of the Strait of Hormuz.

Morgan Stanley: With progress in US-Iran diplomacy, European stock markets are most sensitive to the potential reopening of the Strait of Hormuz.
2026-09-23

A document shows Germany plans to procure up to €1.7bn ($1.9bn) of encryption technology from German security firm Secunet for Bundeswehr data networks. A key The parliamentary committee is expected to approve the agreement on Wednesday. The initial

A document shows Germany plans to procure up to €1.7bn ($1.9bn) of encryption technology from German security firm Secunet for Bundeswehr data networks. A key The parliamentary committee is expected to approve the agreement on Wednesday. The initial order is slightly above €100m, with deliveries due to begin next year. The wider four-year framework builds on an existing deal. Secunet will deploy a Secure Inter‑Network Architecture (SINA) and provide planning, maintenance, training and repair services. Funding will be allocated via next year’s commitment authority. The defense ministry estimates follow-up operating costs of about €6m to 2030. Secunet shares rose as much as 11% intraday on the report.
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