As the European stock market heads into the week of August 4-10, 2025, investors are bracing for a mix of corporate earnings, economic data releases, and ongoing geopolitical developments, particularly around U.S.-EU trade relations and tariffs, which have influenced recent market volatility.

Major upcoming earnings releases include reports from key players such as BMW, HSBC, UBS, L'Oréal, and Siemens Healthineers, with analysts anticipating strong performances in sectors like automotive and banking amid tariff negotiations and cost-saving measures.

Key scheduled economic events for the week feature Eurozone CPI data, ECB policy updates, and potential U.S. retail sales figures that could impact European markets, alongside any developments in Fed rate decisions and trade talks between the U.S. and EU.

Sectors expected to be infocusinclude autos, due to tariff sensitivities affecting companies like Stellantis and Volkswagen, as well as energy and financials, with broader attention on how trade agreements might alleviate pressures from recent U.S. tariff rejigs.

Analyst expectations for key indices point to cautious optimism: the Stoxx 600 is projected toopenmixed but potentially rise 0.3-0.5% if trade tensions ease; FTSE 100 may see modest gains of 0.2% driven by energy strength; DAX could climb 0.6% on auto sector rebounds; and CAC 40 is anticipated to be flat to slightly up, influenced by luxury and banking earnings.