Markets Briefing

📋 In This Edition * Portuguese Equities: PSI Jumps 1.2% Back Toward Multi-Year Highs * Blue-Chip Movers * Government Bonds and the Euro * Business & Tech Focus: Earnings Season Opens With Galp and EDP * Deal Watch: Galp–Moeve Downstream Combination * The Week Ahead Portuguese Equities: PSI Jumps 1.2% Back Toward Multi-Year Highs

📋 In This Edition * Portuguese Equities: PSI Slips as Utilities and Banks Weigh * Blue-Chip Movers * Government Bonds and the Euro * Business & Tech Focus: Galp–Moeve Merger Nears an End-July Signing * Earnings Watch: First-Half Reporting Season Opens Next Week * The Week Ahead Portuguese Equities: PSI Slips as Utilities and Banks Weigh

📋 In This Edition * Portuguese Equities: PSI Erases an Early Dip to Edge Higher, Led by Galp * Government Bonds and the Euro: Bund Spread Holds at 35 Basis Points, Euro Slips * Deal Watch: Hovione Opens a €40 Million Loures Plant * Energy and Mobility: EDP and Bolt Launch a Flat EV Fleet-Charging

📋 In This Edition * Portuguese Equities: Lisbon Enters the Week Near 9,060 * Government Bonds and the Euro: A Historically Tight Bund Spread * Banks in Focus: BCP Trades Below Goldman's Target as Results Loom * Deal Watch: Mota-Engil Lands a €207 Million Sines Battery Gigafactory Contract * Tech Watch: ICEYE Plants

📋 In This Edition * Portuguese Equities: A Friday Bounce Caps a Losing Week * Blue-Chip Movers * Government Bonds * Euro and the Dollar * Business & Tech Focus: Galp–Moeve Downstream Deal Slips to the Second Half * Deal Watch: Galp Takes Its Mozambique Tax Fight to World Bank Arbitration * Earnings Watch: First-Half Reporting Season

📋 In This Edition * Portuguese Equities * Blue-Chip Movers * Government Bonds * Euro and the Dollar * Business & Tech Focus: Bank of Portugal Advances BES Creditor Payouts * Deal Watch: Private Equity Circles Logoplaste * The Week Ahead Portuguese Equities Lisbon spent Wednesday, 15 July out of step with the rest of Europe. The benchmark