After a day in which yesterday, Ibex 35 closed with shy climbs that, however, allowed him to recover the level of 14,000 points, on Tuesday the Spanish selective repeats pattern. Specifically, Ibex ends today’s session with minimal rises of 0.07% at 14,041.50 points. Las Most bullish actions are those of Solaria (6.60%), acts energy (2.89%) and actua (2.62%). On the other side, the Bad penalized values Son IAG (-2.58%), Puig (-2.27%) and Indra (-1.79%).
All this while the market continues to return with The negotiations of the tariffs, as the deadline of August 1 is approaching in which US rates to the European Union will begin to be applied. According to Reuters, the community block is studying a broader set of possible countermeasures against the US as the perspectives of an acceptable trade agreement with Washington fade.
On the other hand, this afternoon the US Secretary of the Treasury, Scott Besent, has once again given wings to the nickname ‘Taco’ (Trump is always cowed, in English) by forecasting a new tariff extension to China. On August 12, the 135% rates to China would return to force if there is no agreement by then, something that is not expected in this period. But «I think it is most likely to approve an extension,» says Besent, in an interview in the Fox chain, because «trade [entre EEUU y China] It is right now in a good moment. «The next round of negotiations between the two countries will be held in Stockholm.
Within the IBEX 35, the actions of SolariaThey have shot in the bag todayplacing at the head of the profits of the Spanish index. The main reason is yesterday’s upward review of the target price by Morgan Stanley, which rose it 20%, from 8 euros to 10 euros, although this remains below the current price of the action. The Solaria shares not only recorded a revaluation of 36% so far this year, but, if the minimum that touched in early April is used, the rebound throws a spectacular rise of more than 70%.
In the business field, today the gasita enagás has filed. The company reached a benefit in the first six months of the year of 176 million euros, leaving behind the losses registered in the same period of 2024 due to the sale of Tallgrass. Ebitda reduced 14.6% to 329.3 million euros. The total income of the company as of June 30, 2025 amounted to 459.6 million euros, a 3.8%increase.
Enagás will follow the steps tomorrow in the results of Ibex 35 Iberdrola, Indra and Naturgy. Already on Thursday, it will be Bankinter’s day, Banco Sabadell, Mapfre, Acerinox, Rovi Laboratories, Colonial Real Estate and Repsol.
In the financial sector, the looks are still on BBVA’s hostile OPA on Banco Sabadell. As it has been known, BBVA plans to start the public acquisition offer (OPA) on Banco Sabadell at the beginning of September, after agreement with the CNMV, extending the acceptance period between 30 and 70 days. Meanwhile, Zurich takes another step at Banco Sabadell and exceeds 4.5% participation in the Catalan entity.
In the analysts’ recommendations, Citigroup maintains its purchase recommendation for BBVA with the target price raised from 13.80 euros to 15.10 euros. Meanwhile, Morgan Stanley also gives ACS a vote of confidence, with an improvement in the target price to 62 euros per share, from the previous one of 46.22 euros.
Other markets
In it rest of European parksthe red numbers prevail with the exception of the London Stock Exchange: the FTSE 100 adds 0.07% to 9,019.70 points. In the rest of the bags we see falls: -1.11% for the DAX which closes in 24,028, of -0.75% for the CAC 40 which ends at 7,739.61 points and -1.03% for the Euro stoxx 50 that stays at 5,288.
Hoy Wall Street The day starts with a mixed tone, but varying the sign of the indices with respect to yesterday. Specifically, Dow Jones rose 07% in the opening in the 44,352.39 points, the S&P 500 cut a slight 0.05% to 6,302 and the Nasdaq Composite yielded 0.18% in the 20,936.16 points.
In raw material markets, oil futures fall, given that the incipient commercial war between the main consumers of crude, USA and the European Union, stop the growth of the demand for fuel by reducing economic activity. The futures of Brent International reference fall 1.30%, in $ 68.31, while the West Texas They fall 1.39% to $ 65.03 per barrel.
For its part, gold quotes with increases from more than the percentage point at $ 3,442.
In the currency market, the euro dollar is quoted with increases of 0.35% in the 1,1737 green tickets, but Morgan Stanley believes that he could reach $ 1.28 If investors continue to sell the US currency to protect themselves from Trump’s erratic policies. In a note issued this morning, the investment bank offers two scenarios, one ‘base’ and another in case of exchange panic. In the first, «if the currency hedging ratios remain at their historical level, the euro would advance 7% against the dollar», around $ 1.20 at the end of 2026. «But if investors increase their levels of protection against the dollar, the currency could touch the $ 1.28 per euro» by the end of next year, they warn.
In the crypto field, today we have known that JPMorgan is considering accepting cryptocurrencies as collateral. The entity could grant loans directly with Bitcoin or Ether as a guarantee from next year, according to an exclusive Financial Times. Although the American Bank has not confirmed it, its CEO, Jamie Dimon, has been softening the tone towards digital assets. At the moment, Bitcoin adds 0.45% in the 118,852.5 dollars.
Finally, in the fixed income market, the ten -year Spanish Bonus Profitability rises to 3,204%.