The Spanish Variable Income has two faces in this session, although both are clearly positive. On the one hand, that in profits exceeds a rest of Europe that ends mixed in the face of the power of the financial sector that dominates the selective, and that leads him to settle the level of 14,200 points, with its best levels of the month of July and towards new maximums.
On the other, that volatility follows more than present since the profits, despite being determined and the highest in the old continent move away from the best of the day, given the doubts that worry the ECB, practically, the President Lagarde said, only the tariffs and their impact at all levels while considering as ‘conjecture’ the announcements of a very good path in implementing 15% tariffs between the US and the EU that yesterday was leaked from the conversations.
And today community countries, governments have approved the worst: The reciprocity that exceeds 90,000 million euros in commercial taxes for the United States If an agreement is finally not reached.
At the moment, the ECB, as expected does not move token, maintains the types in 2% and is significant because it is the first time in the year that does so, breaks the line of cuts, up to seven consecutive that have marked the European Central Bank while leaving levels that are half in front of June last year.
The IBEX 35 closes the session with 1,34% profits to 14,256.50 points with increases for values such as Bankinter 6.77%, ROVI Laboratories 5.06% and CaixaBank 3.82% and Falls experienced by companies such as Acerinox 4.73%, Solararia 2.68% and operates 2.31% renewable energy.
As for protagonists, Bankinter has been the most benefited, reached a benefit before taxes of 765.6 million euros, 7% more than a year; and a net profit that is 541.7 million euros, 14.4% above of the same figure at the close of the first half of the previous year.
Banco Sabadell, who has not only presented his results but also his new strategic plan with which he intends to defend himself from the BBVA hostile OPA . The entity has achieved a record benefit of 975 million until June, 23.3% more, while announced that it plans to reach a profitability of 16% and distribute 6.3 billion in dividends until 2027.
The comparison is worse in the past year to the oil company Repsol: The benefit was reduced by 62.9% in the first half, up to a figure of 603 million euros while Ebitda fell 25.7%, to 3,078 million. However, he has announced a new shares recovery program of 350 million euros.
ROVI LABORATORIES registered a 10% drop for its net benefit During the first semester of 2025, up to 39.7 million euros, compared to 44.3 million of the same period of 2024. The decrease is mainly attributed to the increase in research and development expenses (R&D), which also caused a 6%EBITDA reduction to 65.6 million. But the truth is that market reading has been clearly favorable after explanations, as we have seen, in investment strategies.
Beatriz de ZavalaRelationship analyst with investors, in the live that he has done with investment strategies, has affirmed that 2025 is a year of transition for the company. «We are at a time when investing is essential to boost our growth and create future value.»
Acerinox recorded net losses of 18 million euros in the first half of the year compared to 114 million euros in the same period last year. The red numbers are due to an extraordinary accounting adjustment due to a impairment of fiscal credits of 48 million euros for the bad behavior of the European market, as reported by the company. And in the end it has been the most punished value of this session marked by the numerous business results we have known.
Also good reading, although with great volatility for the value in the case of Indrawhich yesterday published at the close, with substantial improvement of the benefit, in 88% and in its request for orders throughout the first half of the year.
Already in the rest of Europe, the Euro stoxx 50 rises 0.20% to 5,355 points, the CAC 40 has closed with falls of 0.41% to 7,818 points, the Dax advances a 0.30 % to 24,286 points and FT 100 from London with revaluation of 0.83% to 9,136 points.
And in Wall Street, mixed session with the falls of the Dow Jones and the new maximums that return to the S&P 500 and the Nasdaq. With face and cross of two of the Magnificent five in the New York Shares Market.
Alphabet It rises 3.5% after presenting its quarterly accounts last night. The company behind Google was scored a benefit of 96,428 million dollars, or $ 2.31 per share, compared to $ 2.18 expected by the market . The total income of the company grew by 14% year -on -year, above the 10.9% waiting for Wall Street, to reach a figure of 96,430 million dollars.
The technological giant will increase its capital investments by 10,000 million dollars in 2025 due to the «strong and growing demand for our cloud products and services.»
Also Tesla presented yesterday after the closure of the markets Results of the second quarter of the year, and market reception is not good : With falls that exceed 8%
Action -adjusted profits were 40 cents, below the 43 cents the market had expected. Automobile revenues, Tesla’s main business, fell 16% Between April and June, while total income fell by 12%. In total, the billing fell to 22,500 million dollars, also below the 22,740 million that analysts had predicted.
At the close of the Spanish market, the DOW JONES Ind Average low 0.30% and is placed at 44,873 points, with a S&P 500 keep it up 0.26% to 6,375 points and a Nasdaq omx which earns 0.21% to 21,064 points.
Already in the fixed income, the profitability of the assets rises, with advances of 3.07% the Spanish bonus to 10 years to 3,291% while, the German BUND places its performance at 2,6920% and earns 3.58%. The risk premium rises a significant 7.17% to 1.35% to 59.80 basic points.
In oil, increases for the price of the future of the barrel Brent that quotes at $ 69.35, with cuts of 1.23 %% and for the West Texas, which earns 1.43% to $ 66.19.
Los Gold futures They cut positions, 0.62, up to $ 3,376.
He Euro dollar records 0.08%falls, until 1,1765 units and Bitcoin which is maintained with advances of 0.66% to $ 119,350 per active.