
The Spanish Variable Income arouses from the atony in which it was immersed from the first hour in the morning to heat that the tariffs mark, in this crucial week. Although the entry into force of them by the USit will not occur until August 1, The truth is that the sending of threatening letters and missives with the amount planned, in Trump’s pure negotiation style, and the warnings of the main commercial negotiators of their administration, have led caution since the first hour of business.
Especially since the European Union has not yet closed any agreement. But we have known that so much the president of the European Commission, Ursula von der Leyen, that on Friday he described as impossible to reach an agreement and US president Donald Trump held a conversation yesterday On the subject in which, the community spokesman, Olof Gill, has indicated that «progress has been made towards a principle of agreement, We consulted our Member States on Friday. We are working hard on all fronts to get something before July 9 «.
And after verifying the good mood, investors have wrapped in purchases to the indicators, and all of them mark progress at the close of the session in front of a Wall Street that moves down After the record last week and with a Tesla That, as we will see later, he sinks to the heat of the new game that wants to form his CEO, Elon Musk.
In this way, at the end of the market, the IBEX 35 advances 0.73% to 14,074.80% and with increases for values such as IAG (Iberia) 2,82%, Unicaja 2,48% y Santander Bank 2,38% and setbacks headed by Solaria 2.87%, Puig Brands B 2,79% y Endesa 2.33%.
They highlight today as protagonists, the banks and Inditex, the managers, for their weighting, of pulling the market, but also IAG (Iberia) that shines again clearly setting its price above 4 euros per share.
Since hey, His technical analyst, Álvaro Nieto, points out that the airline holding is attacking a resistance about € 4,049 per action whose overcoming would allow us to work based on an objective of continuation of a bullish trend, with a projection of 16%.
The cross of the day passes through the electric stocks. Spanish public service companies suffer important stock losses on Monday. Endesa , Enagás , Redeia (REE) , Naturgy (Gas Natural) e Iberdrola They also quote red. The trigger: the draft released by The CNMC to set the financial compensation rate (TRF) of the electrical networks between 2026 and 2031.
As for recommendations, Inmobiliaria Colonial re -captured market attention, this time with the Citi support what has Retaking value coverage with a purchase recommendation and an objective price of 7.50 euros.
This reference is a 25.6% bullish potential In the face of current levels, which reinforces its positive impulse for the second part of the year. In addition, 7.50 euros would imply for Socimi return to levels not seen since the beginning of 2022.
Already in the rest of Europe, highlight the generalized advances waiting for news for investors in the field of potential agreement with the US on commercial taxes, while we have known that today that Unicredit In the middle of the hostile OPA against Banco BPM and while he continues to raise his shareholding in Commerzbank, he positions himself as the most valuable entity against Intessa San Paolo in the Italian Stock Exchange. It is placed in this way as the fourth after the British HSBC, Santander Bankand the UBS Helvetic.
At the close, the Euro Stoxx 50 wins 0.97% to 5,340 points, CAC 40 rises 0.30% to 7,722 points, the Dax advances 1.13% to 234,065 points and el FT 100 cae 0.16% to 8,809 points.
Already in Wall Street, they paint bastos for all indicators, although it could also be a benefits, although investors are still concerned about the topic tariffs, which, like all analysts indicate, will end up paying companies and at the end of the list, consumers.
United States president Donald Trump, He has threatened to impose an additional 10% tariff on countries that are aligned with the ‘anti -American policies’as well as denominations, of the BRICS, Among those found, Brazil, China, South Africa and India.
We talk about countries that, in Trump’s opinion, buy few US products and also consider that They are planning to replace the dollar as a reference currency In the international financial system.
He also confirmed that The tariffs will take effect on August 1, not on July 9, but that are already preparing to send letters with the amount of them, which would only be relieved to reach an agreement before.
As for companies, one concentrates today a good part of the attention. Tesla that collapses at closing 7.73% once Elon Musk, The CEO of the firm and the richest man in the world, has announced its intention to create a political party, To compete with the Republican and the Democrat, after his official break with Trump on account of the Fiscal Law and his departure from the Shadow Government ‘.
Musk the weekend announced that the game would be called «América Party» and could focus on only two or three seats in the Senate and between eight and ten districts of the House of Representatives. He suggested that this would be enough to exercise the decisive vote in controversial laws, guaranteeing that they serve the true will of the people. And he does it just Six months after being the greatest donor to the Republican Party in the past year.
At the end of the day in the Spanish Stock Exchange, the Dow Jones drops 0.61% to 44,554 points, the S&P 500 cuts 0.59% to 6,242 points and the Nasdaq OMX yields 0.74% to 20,453 points.
Already in the rest of the market, we start with the fixed income, with increases in the profitability of the assets. The 10 -year -old Spanish bond rises 1.18% to 3,257% while the increases are 1.48% for the German Bund that quotes at 2,6040% . The low risk premium in this session0.15% to 65.50 basic points .
In raw materials, oil advances with A future of the Brent barrel that presents 1,14% profits to $ 69.08While, the West Texas places its price at $ 67.50, and rises 1.53%.
Gold, yield positions with An cash price that drops 0.57% to $ 3.317 And his future that descends 0.56% to $ 3,327.
Bitcoin already moves at levels of 108,444 dollars per active and decreases 0.42%. Finally, in the Euro Dollar ratio, the single currency falls against the 0.37% green ticket to 1,1736 units.