It is, as usual, the busiest day of the week. This Thursday will indeed concentrate four publications of annual accounts within the components of the Cac 40 index and four others in the antechamber of the flagship index, the Next 20.
At the house of Axa, investors are awaiting confirmation of the recovery in the results of large corporate insurance in the United States. For the stock market recovery to Bouygues continues, the group should, for its part, provide reassuring information on the ongoing integration of Equans. Regarding Saffron, the consensus expects a decline in turnover, to 15.4 billion euros, compared to 2020, but an increase in profitability and net earnings per share of 2.57 euros. Finally, after recent successful acquisitions, Saint Gobain will be able to highlight the acceleration of its policy of selling unprofitable assets.
At the Next 20, Accor, Arkema, Office Veritas and getlink also present their figures at the end of December, as do clasquin, colas, PCAS, Seb, score, Sopra Steria, Technicolor and Vallourec.
7% growth in US GDP
In the United States, we expect at 2:30 p.m. the traditional weekly jobless claims for the week ended February 19 as well as the results of the activity survey of the Chicago Fed from February. We will especially watch the new estimate of the GDP growth of the fourth quarter of 2021 (7% at an annualized rate, against 6.9% previously) in the country. It is also at 2:30 p.m. that the sales of new homes of January. The weekly oil stocks will, for their part, be presented at 5 p.m.
Note the holding of a virtual meeting of G7 leaders.