The Spanish Variable Income Close a session with tranquility, positive and with the green prevail around, both to the other side of the Atlantic in each and every one of the indicators.
They have done good the fact that it is good news that there are no news in tariffswhich are still in impasse while the date is now approaching, of August 1 still without agreements that change the current positions of the White House regarding the taxes, especially Europeans.
And meanwhile, the markets look at the macro, but, above all, To business results That, for now they have not given important scares, at least negative.
It also starts de facto in Spain, as we will now see in detail and the Spanish selective ends, endorsed by the generalized and indiscriminate purchases of investors, Very close to 14,000 points again.
At the close of the session, the IBEX 35 rises this Thursday 0.78% to 13,994.50 points, with the profits of securities such as 3.84% ACS, operates 2.12% and Sacyr 2.01% and the falls experienced by companies such as ROVI 1.75%, logist 0.88% and in 0.45% in 0.45%.
Among the protagonists of the session, as we say, the business results listed today. This is the case of those of Puig, which published its sales, as usual, at the end of the market corresponding to the second quarter giving the Departure gun to the quarterly results season.
Puig generated Net sales of € 2,299 in the first semester (H1) of 2025, which represents a growth of +7.6% LFL and +5.9% in reported terms. The evolution of exchange rates had a negative impact of (1.7%) in this first semester.
And this morning he has done the same logista, with the data of his third quarter of fiscal year 2024-2025. The company has obtained economic sales of 1,361 million euros until June 30, which represents an increase of 3.3% compared to the same period of the previous year. The total income of the company reached 9,937 million euros during the first nine months of the year, with a growth of 4.8% compared to the preceding year.
In addition, we have known, on a mixed day for the banking sector, that the European Commission has taken an important step when announcing A infringement file against Spain Due to the discretionary powers that certain norms in Spanish legislation grant to the Government. This measure is taken in the context of the recent hostile OPA launched by BBVA on Banco Sabadell, where it is considered that these powers could allow the government to act beyond the general interest.
At the point of sight IAG, the airline holding behind Iberia or British Airways, has announced its plans to Invest in the Portuguese state airline Tap and expand its main center in Lisbon if it finally wins the race for a participation in the partial privatization of Tap.
Portugal relaunched last week the privatization of Tap, which has been postponed for a long time, with the aim of selling a 44.9% participation to an airline that can provide global scale and competitiveness, in addition to an additional 5% that will be offered to TAP employees.
Already in the rest of Europe, generalized profits those that mark the indicators, the euro Stoxx 50 wins 1.48% to 5,376 points, CAC 40 advances 1.28% to 7,820 points, the Dax gana 1.28% to 234,368 points, and the session in London closes with profits for el FT 100 of 0.54% the 8,974 points.
In Wall Street, a bullish session in all the main indicators, although it has cost them, especially in the case of Dow Jones, getting in tune with the rest. And it is that the idea of confirmations, rumors and denials sows restlessness in the market, About Trump’s conversations with Republicans for Powell’s potential ‘farewell’ before he fulfills his mandate.
The disputes undertaken by the American President are more than known to the Fed interest rates policy that exemplifies in its president, Jerome Powell. Everyone is known that The White House asks for cuts from a point for American types to reactivate the economy, But from the Federal Reserve, they oppose them in the face of the potential effect of inflationary pressures due to the increase in tariffs.
And in fact, today about yesterday, The possibilities that the American types move down in September have dropped by almost 10%ante A possible Powell outing that analysts consider as’ catastrophic‘For even the same person who appointed him, since they drill or made changes in front of the Fed in his four years in the White House.
In addition, the results send, the Netflix and increases for the actions of the TSMC semiconductor giant after announcing a record quarterly benefit, stating that the demand for artificial intelligence is strengthening is closed tonight.
Also good reading of Pepsico’s results, which has broken market expectations on both the benefits and income Despite lower demand in the business in North America. and by United Airlines, despite defrauding with its income figures: The billing amounted to 15,240 million dollars, below the expected 15,350 million.
At the close of the Spanish session, Dow Jones rises 0.16% to 44,323 points, the S&P 500 wins 0.33% and is placed in the 6,284 points while the innovative and technological Nasdaq OMX advances 0.68% towards new maximums in the 20,870 18,545 points.
Already in fixed income, cuts for the profitability of assets with The Spanish 10 years bonus that places its performance at 3,292 %and drops 0.42 %, With 0.63% drops for German Bund, up to 2,6750%. The Spanish risk premium rises 0.33% to 61.70 basic points.
For its part, in raw materials we see The increases occur to Barril’s futures, with a brent, reference in Europe that takes off 0.69% to $ 68.99, While those of the American West Texas, they earn 1.19% to 6717 basic points.
All this while Goldman Sachs places his expectation for oil Below $ 60 for next year In both cases. However, for what remains of 2025 elevates up to $ 70 The price expectation of the Brent barrel.
Gold futures cut at more than half a point, 0.55% to $ 3,340 per ounce.
The euro dollar yields positions with the progress of the dollar, while the single currency drops 0.2% to 1,1593 units, while Bitcoin moves down 0.44% to exceed $ 118,517 per active.