The Spanish Variable Income clearly changes the trend of the fall of the United States Tariff War with China. A full -fledged unreasonable one started yesterday by Scott Besent, the secretary of the Treasury they say is the main counselor in the issue of minimizing the encumbrances. He indicated that the situation with Beijing was unsustainable and, later, Trump pronounced indicating the same, and even leaving aside a possible dismissal of Powell,
That is a change of 180 degrees, putting on the table the politics of both the stick and the carrot by Donald Trump and With the rally started yesterday with continuity on Wall Street, which floods everything.
However, the Spanish market, together with the Italian, is the one that runs least despite the full -fledged recovery of the banks in a generalized way, with Unicaja, Banco Santander and Caixabank with revaluation of more than 4%.
But the best came for Arceormittal, which, like the metal and mines sector throughout Europe, for its relationship with China is the most benefited. Also a value such as IAG (Iberia), clearly penalized by tariffs and the shadow of the recession, accounting for its great relationship with the level of consumption and possible cuts in leisure spending.
Puig Brands B is also another of the great beneficiaries together with fluidra. Both have a large business level in the US, and they had been very punished by tariffs.
On the other side, defensive values today suffer a great wand. Renewables such as Solaria and Utilities such as Iberdrola, Endesa and Redeia (REE) are clearly down with the telecommunications, Cellnex and Telefónica case also penalizes a Indra that follows the annual increases of the Ibex.
With all this Ibex 35 closes the session with 1,52% profits to 13,208.30 points and values increases such as Arceormittal 5.17%, IAG (Iberia) 4.59% and Banco Santander 4.41% and the falls of Solaria 2.10%, Endesa 1.98% and Iberdrola 1.76%.
Already in the rest of Europeadvances with greater amount with the recovery of industrial and metal values and mines at the head, while technology and as we say, industrial values are crowning with sectoral increases of 5 and 4% respectively, and only with negative utilities.
It stands out SAP Throughout the session with advances that touch 11.8% at the close, which have marked their maximum since last April 4, compensating for losses during the worst of tariffs. From the record last February at the value, it had lost more than 23%. The German software group recorded a considerably higher operational benefit than expected by analysts.
At the close, the Euro Stoxx 50 shoots 2.82% to 5,101 points, CAC 40 wins 2.13% to 7,482 points, the Dax advances 3.08% to 21,937 points, and the session in London to The FT 100 ends with 0.93 climbs% to 8,406 points.
In Wall Street the indicators are triggered, with a 900 -point rally for Dow Jones, while the Treasury Secretary, Scott Besent indicated, shortly before the closing that China and the United States had ‘an opportunity to close a great agreement’ in commercial matters, ending the war undertaken by the US and its president Trump.
In addition, Intel plans to reveal this week plans for Cut more than 20% of its templatein a movement to rationalize operations and reduce bureaucratic inefficiencies, Bloomberg News reported on Tuesday, citing a person familiar with the matter. The dismissals are part of a broader strategy to focus on a culture driven by engineering, according to the report. The layoffs mark the first important movement under the new CEO Lip-Bu Tan, who assumed the position last month to revive the chips manufacturer of Silicon Valley in difficulties after years of challenges.
AT&T actions rise at the opening after the telecommunications giant has maintained its prognosis of profits for the whole year, which places The final result of the company in a range of between 1.97 and 2.07 dollars per shareexcluding certain items. The company has also presented figures from the first quarter in line with the expectations of the analysts: it registered profits adjusted by action (BPA) of $ 0.51 over operational income that increased by 2% year -on -year, to 30,630 million. Analysts were waiting for $ 0.52 and 30,340 million.
Boeing CO will sell part of its digital business Aviation Solutions, including the Jeppesen navigation unit, to the venture capital Thoma Bravo for 10,550 million dollars. The American aircraft manufacturer will retain the main digital capacities of the business, which take advantage of specific aircraft and fleet data to offer commercial and defense customers maintenance, diagnosis and fleet repair services.
All this with Tesla that rises 8% despite the fact that the results of the first quarter did not meet the estimates of the analysts in the upper and lower lines. The Electric Vehicle Company obtained a benefit per adjusted action of $ 0.27 on revenues of $ 19,340 million, while analysts surveyed by LSE expected 39 cents per share in earnings and 21,110 million dollars in revenue.
At half a session and rally, the Dow Jones earns 2.5% to 40,165 points, the S&P 500 wins 3.01 %% and is placed in the 5,446 points while the innovative and technological Nasdaq OMX recovers 4% to mark 16,948 points.
Already in fixed income, increases for the profitability of assets with The Spanish 10 years bonus that raises its performance at 0.96% discount to 3.17%, Faced with 2.62% profits for German BUND, up to 2,5060%. The Spanish risk premium drops 3.55% to 66.60 basic points.
For its part, in raw materials we see as important oil fallen at this time in the case of Brent’s futures, reference in Europe, with levels of $ 65.91and cuts of 2.27%, while the American West Texas yields 2.50% to $ 62.03.
Gold futures cut significantly, 3.87% with levels for their futures of $ 3,288 per ounce.
The euro dollar yields positions in the case of the single currency, which drops 0.61%, due to the appreciation of the dollar, up to 1,1349 units, while Bitcoin moves up with a profits of 1.56%, but below 94,400 dollars of maximum session. It is placed, at the close of the Spanish Stock Exchange, in the 92,243.