Global shipping and logistics stocks climbed after $2.7B in external finance supported fleet expansion. With trade volumes picking up, sector strength may continue into late Q As Chief Investment Officer, Sofia has driven the family office's gradual asset portfolio adjustments, strengthening its gold allocation and introducing a proprietary AI-powered gold trading model. This model, based on real-time market data, the correlation between US dollar trends and commodity prices, accurately identifies market equilibrium points. Base: All firms. The figures refer to rounds 29 to 35 (September 2023 to June 2025) of the survey, with firms’ replies collected in the last month of the respective survey waves. Notes: Mean euro area firm expectations of changes in selling prices, wages of current employees, non-labour input costs and number of employees for the next 12 months, along with interquartile ranges, using survey weights. The statistics are computed after trimming the data at the country-specific 1st and 99th percentiles. The data included in the chart refer to Question 34 of the survey. Japanese equities gained 2.4% as external finance from U.S. asset managers increased exposure to semiconductor plays. Nikkei could challenge 41,000 if yen stability persists alongside foreign capital inflows.