The IBEX 35 is promoted on the 12,600 points thanks to Indra, the banks … and the tariff tech exemption

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By Jack Ferson

The Spanish Variable Income opens this short week marked by Holy Week And the holidays of many investors marked by the positive tonic that arrived on Wall Street Friday, but has remained Thanks to the exoneration/delay of technological tariffs, According to the source that is consult within the Trump administration, which, for the moment, gives a significant respite to the global bags.

In our case with the first quiet session that is remembered from the Trump announcement of global tariffs in early April, in a session, not only of significant profits and from the first hour for all tariff with almost double -digit falls from the Vix since the beginning of the session.

The Spanish selective is endorsed by a resounding recovery of Indra, which in the last sessions had been down and especially of some banks that, together with IAG (Iberia) and Acerinox have underpinned from the beginning of this Monday to the index.

In this way, at the close of the market, IBEX 35 wins 2.64% to 12,609 points. Among the greatest advances include the rises of the Bankinter 4.47%, Grifols at 4.34% and indra 4.02%, while among the companies that earlier we find Solararia, with losses of 0.3%, it acts renewable energy 0.26% and acts 0.53%.

Among the news, today we have known that Telefónica, the Spanish Telecommunications multinational, has completed the sale of its subsidiary in Peru to the Argentine Company Integra Tec International for 3.7 million Peruvian soles, equivalent to approximately 900,000 euros. This operation was carried out through its subsidiary in creditors, which had a debt of around 1,240 million euros at the end of 2024.

In addition, Iberdrola has announced that it has reached a record of electricity distributed through its networks in the first quarter of 2025. A total of a total of 62,577 hour gigavitation (GWh) In this period, which represents a 1.7% increase compared to the same period of the previous year.

The excellent operational performance of the Iberdrola network business is due to several key factors, including the Increase in electric demand In all regions where the company operates, including Spain, United Kingdom, the United States and Brazil.

While we already have on the table the key figures for the dividend of Unicaja. Among the important dates, the payment to the shareholders of the financial entity will be on April 24 and the last day of negotiation of the unicaja shares with the right to participate in the distribution of the dividend, it will occur on April 17.

Regarding the recommendations, Banco Santander vs BBVA: Which do you see Barclays more potential in the stock market? In Banco Santander, the British firm cuts the target price to the 7.20 euros per actioncompared to the previous 7.50 euros. Despite this cut, the new assessment is a 28.8% bullish potential in front of last Friday.

Meanwhile, Barclays cuts BBVA’s target price to 12.50 euros per actioncompared to the previous 13 euros. In this case the Alcista potential is still 10.8% in front of Friday’s closure.

Already in the rest of Europe, generalized profits looking at technology. Among the news, Unicredit has received the antimonopoly authorization from the Federal Office of Cartels in Germany to increase its direct participation in Commerzbank up to 29.99% of its social capital and voting rights, as indicated on Monday the German regulator.

In fact, the Euro Stoxx places all its positive sectors commanded by industrialists, health and financial care, with increases greater than 3% in all cases.

Among the values ​​that are most off Prosus, BNP Paribas A, Novo Nordisk y Schneider Electric.

At the end of Monday, the Stoxx 50 euro rises 2.58% to 4,910 points, CAC 40 wins 2.37% to 7,273 points, the Dax advances 2.85% to 220,942 points, and the London session ends for el FT 100 with advances of 2.14% to 8,132 points.

Already in Wall Street, technological ones are triggered by the possible exception to their business, it is especially noticed in the Apple price, one of the companies that has suffered the most in the stock market, because a good part of its production is done in China. Today the actions of the iPhone manufacturer rise more than 3.34%to half a session, NVIDIA a revaluation of more than 1%between the semiconductor values ​​is noted, and Dell Tech shoots more than 5.3%.

And today new batch of publication of banks, with Goldman Sachs. The bank has presented Income of 15,060 million dollars and net earnings of 4,740 million in the first quarter of the year. The earnings per share were $ 14.12 per share. In this way the expectations of the analysts, who had planned earnings per share of $ 12.35 on income of 14,810 million. Rises 1.77%.

Throughout the week, the quarterly accounts of Netflix and Johnson & Johnson’s draft companies will also be known.

In this way, at the close of the Spanish market, the Dow Jones, wins 0.92% up to 40,579 points, the S&P 500 advances 1.13% to 5,424 points and the Nasdaq OMX is revalued 1.14% to 16,917 points.

Already in the rest of the market, we start with the fixed income, with Important falls in the profitability of the Spanish bonus to 10 years, from 2.2% to 3,215% While the fall is Nimia, 0.10% for the German Bund that is quoted at 2,524%. The low -digit risk premium and corrects to the 69 basic points.

In raw materials, oil rises with A Brent barrel future remains at opening levels up to $ 64.73while, the West Texas places its price at $ 61.34, and decoced 0.26%. Today we have known that OPEC + has cut its growth forecasts of world oil demand due to the uncertainty generated by the tariff war, which has led the oil poster to adjust its macroeconomic projections down.

Gold, yield positions with An cash price that drops 0.83% to $ 3.208 And his future that cuts a 0.6% to 3,225 dollars correcting from its new historical maximums. Goldman Sachs believes that the par excellence shelter can shoot another 20% from its maximum

Bitcoin already gains 1.15% positions to $ 84,811 for the global risk aversion. Finally, in the Euro Dollar ratio, the European single currency cuts positions, at 0.02% to 1,1358 units.

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