The Spanish Variable Income opens practically as it closed last Friday: consolidating the 14,250 points clearlywith movements of just 90 points between the maximum and minimum of the day, but, in turn with high volatility between the values. Example, Indra has happened to lead the falls with cuts greater than the point and a half percentage, to close winning positions.
A day in which the rest of Europe presents descents without great amountheaded by the Dax that redeems and takes the opportunity to make benefits From maximums and with a mixed sign that is kept half a session on Wall Street.
A week in which we start complying against The month that we have left to community countries to enter Trump’s paused tariffs against the European Union, that will continue with a crucial fact and that has already become global.
LMarch of American inflation that we will know next Wednesday And that it will also help us to see what the Fed can do at its meeting of next week and to take the pulse to the US economy, since the first prices effects before the imposition of tariffs and see if they have moved to the costs of foreign products that are marketed on the other side of the Atlantic.
It also meets, as each quarter does, The Ibex 35 Technical Advisory Committee that decides on the changes in the indicator, although this time, waiting for what is decided, variations are not expected. It will be next Thursday.
All this while, today,The Bank of Spain decreases down to 2.4% the growth of our country for the effect of the commercial war. A three tenth cut.
Thus, the IBEX 35 ends Monday with 0.03% increases to 14,251.30 points, with revaluation for companies such as fluidra 2.21%, IAG (Iberia) 1.85% and Unicaja 1.14% and the cuts of values such as, Aena 1.24%, Caixabank 0.91% and Ferrovial 0.82%.
Among the news, Telefónica stands out with the open possibility of its real interest in getting with Vodafone Spain, the third Spanish operator and its steps to achieve it. The sum of Telefónica and Vodafone Spain would return the leadership in Spain to the group after having lost it after the Orange-Másmóvil fusion. The market would go from having four main operators to three, with Digi as third operator.
The purchase of Vodafone Spain would be in the study phase and is expected to spend months or even more than a year before being able to be carried out, he says The 4 Iván San Félix Carbajo rental analyst. The expert recalls that since the presidency Marc Murtra at the beginning of the year has insisted on the need for mergers within the telecommunications sector, both nationally and European.
And while, Jefferies look at the banks. With BBVA to which he places «as one of his best elections for 2025», while maintaining his purchase recommendation and marks an objective price for his shares of 14.20 euros per share.
Points out that BBVA is a leader in most markets and has the right size. In addition, its profitability profile on capital stands out positively among the banks of the European Union. A profitability of more than a third of stock market capitalization between 2025 and 2027 is expected.
In addition, Jefferies have raised the objective prices of three banks of Ibex 35 -Caixabank, Unicaja and Bankinter-, although they only see bullish potential in the first two. And it is moderate.
Already in him Continuous market, Highlights of Hard Felguera that takes oxygen in the continuous market before the extension of its preoccourse with increases of 20%.
Already in the rest of the European squares, at the close of the Spanish market, the Euro Stoxx 50 lowers 0.14% to 5,422 points, CAC 40 cuts 0.17% to 7,791 points, the Dax cede 0.52% to 24,172 points, and the session in London closes to el FT 100 with decreases from 0.06% to 8,832 points.
Already in Wall Street, mixed trend in the indicators with light falls for Dow Jones and recovery for Nasdaq and for the S&P 500 that is hardly maintained above 6,000 points to half session.
With the market it is pending Commercial conversations between the US and China, which start in London on Monday. The president of the United States, Donald Trump, announced on Friday that the secretary of the Treasury, Scott Besent, and two other Trump administration officials will meet with their Chinese counterparts in the British capital, while the efforts to negotiate a commercial agreement continue.
As for news, the struggle between who occupies the throne of the most capitalized in the world continues. If Friday was Microsoft, today NVIDIA leads the ranking with a market value of 3.5 billion before its increases of almost 2%, compared to the opening levels of the software company that capitalizes 3.49 billion. The third in discord is today Apple with 3.05 billion stock value advances close to the percentage point.
Warner Bros. Discovery has announced first thing in the morning that plans to divide into two companies quoted in the middle of next year. The company will be divided into ‘Streaming and Studios’which will include its film properties and the HBO Max streaming service; and ‘Global Networks’which will include CNN, TNT Sports and Discovery. Warner Bros. Discovery shares shoot 8.3%.
Robinhood’s actions fall 5% in the New York morning after last Friday S&P DOW JONES INSIDS I did not make changes in the components of the reference index S&P 500within the framework of its quarterly readjustment. The company had reached its highest level since its stock debut in 2021 last Friday, with the discounting a possible inclusion in the index.
In the recommendations of the analysts, Morgan Stanley has cut the McDonald’s Council until ‘equal weight’from the previous one of ‘Overcoming’. The firm emphasizes that the chain has failed to be left out of pressures on the fast food sector. Their actions lose about 2% in Wall Street.
At the end of the day in the Spanish Stock Exchange, the Dow Jones IND AVEGE drops 0.23% and is placed at 42,664 points, with a S&P 500 that earns 0.08% to 6,005 points and a Nasdaq OMX that advances 0.40% to 19,609 points.
In fixed income, Rise in assets of assets, with the Spanish 10 -year -old bonus that earns 0.48% to 3,157%while the German at 10 years, advances 0.55% to 2,5780%. The Spanish risk premium is placed at the closure in the 57.70 basic points and lowers 1.54%.
For its part, in raw materials we see As oil rises again. Wins 0.84% in the case of Brent’s futures, reference in Europe, with levels of $ 66.94while the West Texas American advances 0.9% to $ 65.17.
Gold futures fall 0.05% specifically, with levels at $ 3,345 per ounce.
The euro dollar advances positions in the case of the single currency, which earns 0.19% to 1,1417 units, while Bitcoin revalizes 1.75% to 107,853.