While the expected evolution of politics Monetary in Japan reinforces fears over risky assets, stock markets European markets are expected to open in slight downturn on Tuesday.

The Mersen industrial group announced on Monday evening have won a contract to supply isostatic synthetic graphite at the Defense Logistics Agency (DLA), an agency of the Department of Defense in the United States.

Carrefour announced that it has finalized the sale of its activities in Italy, for which the group received authorization on Monday from the European Commission. The French group also announced on Monday evening the birth of its new European purchasing center, called Concordis Trading, which “will be operational as soon as negotiations 2026" with suppliers.

IT services company Sopra Steria a announced on Monday evening that it had finalized the acquisition of the solutions specialist for human resources (HR) Neocase, which is thus consolidated as of December 1, 2025. The financial elements of the transaction were not revealed.

Saint-Gobain announced on Monday evening that it had completed the sale of two distributors of building materials, SFIC Belgium and Tumelero, representing a cumulative annual turnover of around 115 million euros.

Around 7:40am, the CAC 40 futures contract lost 0.2%, according to data from IG broker.

While bitcoin fell by more than 6% on Monday, marking its biggest drop in a single day since March, contracts at Term on European equity markets were moving towards an opening mixed.

According to data from the broker IG, the futures contract on the DAX 40 in Frankfurt was down 0.1%, while the one on the FTSE 100 at London was down 0.2%, around 7:40am.

For CIMB analysts, cryptocurrencies and other risky assets have been affected by concerns that a possible Bank of Japan (BoJ) interest rate hike did not unwind “carry trade” operations financed in yen, encouraging investors to start to reverse their positions.

Bitcoin and other digital tokens have has been caught up in a wider decline that affects all risky assets. Unprofitable tech companies, speculative shell companies and the “same stocks” have all lost the favor of investors these last few months.

The Wall Street Fear Index, the Cboe Volatility Index, VIX, increased by more than 5% on Monday to around 17.2. However, the VIX is still below its long-term average of around 20, This suggests that the US equity market is staying for now bullish.

The New York Stock Exchange started badly in the month of December, ending on Monday a series of five recovery sessions that had partially offset the losses suffered in November.

The Dow Jones Industrial Average fell by 0.9% to 47,289.33 points, and the S&P 500 fell by 0.6% to 6,812.63 points. The Nasdaq Composite, rich in technological stocks, ended down 0.4%, at 23,275,92 points.

In Asia, the Nikkei index of the Tokyo Stock Exchange has ended steady on Tuesday. The Shanghai Composite Index lost 0.5% at the end of the session, while the Hang Seng on the Hong Kong Stock Exchange was stable.

While US President Donald Trump claims to have made his decision concerning the successor of the Fed chairman, Jerome Powell, US Treasuries stabilize after a wave of sales on Monday which boosted yields.

He did not reveal the chosen one, but the markets have speculated that it was his economic adviser Kevin Hassett, who is considered likely to advocate for lower rates.

These movements occur while the PMI index The manufacturer of the November ISM in the United States fell deeper in territory of contraction.

Around 7:40 a.m., the Treasury bond rate American at ten years was stable, at 4.09%. The two-year bond yield was losing 1 basis point (0.01 percentage point), at 3.54%.

This Tuesday, the yen lost some ground after falling strengthened on Monday as a result of what some perceive as an orientation restrictive from the government of the Bank of Japan, Kazuo Ueda. According to CIMB analysts, swap markets now rate the probability at 82% of a 25 basis point increase in the rate this month, up from 23% a week earlier.

Around 7:40 a.m., the euro was unchanged at 1.1608 dollars. The The greenback gained 0.2% against the Japanese currency, at 155.80 yen.

Oil is up slightly in a context concerns about supply chain disruptions. According to analysts at ANZ Research, one of the three docking points of an oil pipeline connecting the Kazakh oil fields to the Russian Black Sea coast has been damaged by a Ukrainian attack. For the latter, Ukraine also has confirmed attacks on an oil refinery and tankers in over the weekend, as it intensifies its strikes on targets Russian oil companies.

Around 7:40, the contract of February on North Sea Brent traded in London gained 0.2% to 63.27 dollars per barrel. The January soft light crude (WTI) contract listed at Nymex rose by 0.3% to 59.48