The Paris CAC 40 added 0.3% to close at 8,082, its highest level since late March amid a rally in heavyweight luxury names backed by fresh company-level positives and a friendlier global rate backdrop outweighed softer domestic activity and drove broad index gains. Kering led the advance, gaining 3.8%, while LVMH and Hermes rose 1.9% and 0.8% respectively, as resilient cash generation and signs of improving top-line momentum gave investors a clear reason to rotate into the sector. Paris Fashion Week's high-profile shows concentrated demand and tourist flows on premium maisons, reinforcing near-term sales expectations. With global positioning shifting toward equities on faster Fed-cut bets and strong weekly inflows into funds, the CAC 40 posted a weekly gain of 2.7% after weaker-than-expected US jobs data raised hopes of an imminent Fed easing.