*Sanctions restrict Sberbank's access to EU capital markets. MOSCOW, Aug 1- Russia's top lender, Sberbank, faces rising borrowing costs and a squeeze on its margins after being included in the latest European Union sanctions over the Ukraine crisis.» Read More
As stock markets in Europe faltered Wednesday after Tuesday's meeting between German Chancellor Angela Merkel and French President Nicolas Sarkozy failed to reassure, some investors told CNBC that they are starting to become bullish after recent market falls.
"I think the markets will test the resolve of the Euro zone politicians. It is a game of cat and mouse, and unless the markets push the politicians, they do not do anything. I think we are going to enter our third wave of selling," Chris Watling, chief executive at Longview Economics, told CNBC.
"We have some disappointing developments in Russia. Sales have not been growing, and it is clearly because Russian consumers are taking longer to adjust to higher prices," Jorgen Buhl Rasmussen, CEO at Carlsberg, told CNBC.
"We still expect the market to grow 6-8 percent this year, but we see a lot of nervousness at the moment, so freight rates are under pressure. We are cautious about expecting good returns from the container market," Nils Andersen, chief executive at Moller Maersk, told CNBC.
"Everything (Merkel and Sarkozy) talked about has been in place since 1999. This is a play for the gallery to buy more time," Steen Jakobsen, chief investment officer at Saxo Bank, told CNBC in a discussion on the meeting between the French and German leaders on Tuesday.
"It has been only Germany in the driving seat for a long time. Now it seems as if the balance of power is shifting a little bit towards the rest of the European countries," John Hydeskov, senior analyst at Danske Bank, told CNBC.
CNBC's Ross Westgate has the details on the Euro leaders' meeting, and discussing its impact on the markets, with Keith McCullough, Hedgeye Risk Management, and Andre Julian, OpVest Wealth Management.
The Swiss franc is sliding on worries it will be pegged to the euro. But whether a peg is really feasible is unclear.
CNBC's Ross Westgate has the latest details on the meeting between the two European leaders, and a preview of today's press conference, with Michael Hewson, CMC Markets; Daniel Gross, Yahoo Finance, and CNBC's Michelle Caruso-Cabrera.
Discussing today's meeting between the leaders of two of the top European economies and what it means for U.S. investors, with Axel Merk, Merk Investments, and Robert Parker, Credit Suisse Asset Management.
Euro zone countries pledged in July to obtain parliamentary approval for key Stability Fund powers. It's taking a dangerously long time for the markets.
CNBC's Ross Westgate with details on what the two European leaders will be discussing at their meeting today, and CNBC's David Faber weighs in on another round of job cuts on Wall Street.
Stocks are poised to open sharply lower on worries over Europe's debt crisis, with the "Squawk on the Street" team.
Though Tuesday's Sarkozy-Merkel meeting won't focus on issuing euro bonds, some say its adoption may be the only way to save the EU, reports The New York Times.
German growth disappoints, British inflation rolls on, and Sarkozy and Merkel are set to meet - time for your FX Fix.
The euro's prospects right now aren't bad, but the longer term outlook is a lot less rosy, this strategist says.
European shares drop ahead of the Merkel-Sarkozy meeting Tuesday, with CNBC's Ross Westgate.
Kevin Ferry, Cronus Futures Management, explains why the currencies are back in the center stage Tuesday. "The Swiss our facing a difficult situation with their own interest rates," he adds.
"You have to really keep your focus on the long term, on where you think things are really heading. It is a two-steps-forward, one-step-back mode," Bill Stone, chief investment officer at PNC Wealth Management, told CNBC.
Food inflation may have been an abstract concept for Italian senators up until last week – that is, before the public got hold of a copy of the Senate restaurant menu that has reignited the debate over parliamentary perks.