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H1 2026 presentation: Ferrari lifts guidance amid network expansion

Market context: XLY: Ferrari is a high-end consumer discretionary name relevant to the sector ETF Bullish — luxury demand strength is constructive for consumer discretionary EUR/USD: Ferrari reports in EUR and has significant USD revenue exposure, making EUR/USD a secondary pair to watch Neutral — indirect FX implication

Why it matters

XLY (Consumer Discretionary) · Why linked: Ferrari is a high-end consumer discretionary name relevant to the sector ETF Market context: Luxury demand strength is constructive for consumer discretionary

EUR/USD (Euro / US Dollar) · Why linked: Ferrari reports in EUR and has significant USD revenue exposure, making EUR/USD a secondary pair to watch Market context: Indirect FX implication

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