Markets Await U.S. CPI as ASML Raises Its Outlook

We examine the market themes shaping the European session, from inflation and energy prices to semiconductor demand and bank earnings. The coverage combines company updates, market moves, and interviews with investors and executives to explain what participants are watching.

■ Inflation, rates, and markets
- U.S. CPI expectations, central-bank commentary, oil prices, and government bond yields
- The day’s schedule includes U.S. CPI at 1:30 p.m. and remarks from ECB President Christine Lagarde
■ AI and technology
- ASML’s guidance, capacity constraints, and visibility into chip-equipment demand
- AI investment, European technology sovereignty, and safety topics raised at the Dublin summit
■ Companies and earnings
- Wall Street bank results, trading activity, lending, and Commerzbank’s proposed tie-up with UniCredit
- Other company updates include China trade, energy, and European stocks

For investors and market watchers, the discussion offers a concise guide to the data, corporate results, and policy developments in focus. Viewers can use it to identify which upcoming releases and company updates to follow; it does not provide personalized investment recommendations.