
The IBEX 35 closes this Monday with falls of 0.17% that take it to 15,251.70 points. The Madrid selective comes from a very positive week in which he counted for advances every day and ended up writing down a revaluation of 3.05%. Until Friday’s closure, the index accumulated ten consecutive upload sessions, a spectacular bullish streak that has allowed him to recover levels that had not stepped on since December 2007. Now, experts say, the great level to exceed are the maximum of 2007, in the 15,945 points and that involves the highest level in the history of the Spanish selective.
Among the values that have more and less supported the rise of the selective, Cellnex is placed in the lower part with falls of 1.13% that take it to 30.15 euros. It is closely followed by BBVA, which records falls of 0.7%, to 16.36 euros while Endesa’s shares are left 0.6%, so that tomorrow they will begin to quote from 26.38 euros.
The actions of Solaria swim, which rise 2.5% and are installed over 12,4550 euros.
Among the most negotiated values, Banco Santander closes with a 0.5%drop, over the 8,2030 eruos, Iberdrola loses more than half a percentage point at the end, Inditex records 0.4%, over 43.68 euros and the Repsol oil company is left more than 0.3%, up to 13.3 euros.
In the continuous market, falls of more than 3% for Ercros, which dismisses the session at 2.78 euros while Media for Europe It has closed with 2.8%falls. In positive, DESA rises more than 10% to the closure, their shares mark a price of 18.30 euros while Rioja bodegas advance 8.7% in the session.
Among the few news that investors have today to take to their mouths, Ingteam will hybrid the photovoltaic plants of Iberdrola in Revilla Vallejera (Burgos), Andévalo (Huelva) and Almaraz I & II (Extremadura), through an energy storage system in batteries (Bess).
Media For Europe (MFE), the conglomerate that encompasses Mediaset, has ensured the adhesion of 43.57% of the share capital of the Prosiebensat German chain. 1 (P7), at the expiration of the period of acceptance of its acquisition offer, although the Italian media group has specified that the German company shareholders who have not yet accepted the proposal will have until September 1 to do so. Thus, at the expiration of the acceptance period, on August 13, the OPA had been accepted by a total of 23.9 million shares of P7, which is equivalent to approximately 10.26% of the share capital and, according to public information available, to approximately 10.27% of the vote rights of Prosieben.
Among the continuous market values, Gestamp has launched an asset sales plan in Germany. The Spanish group is close to closing asset transfer in Germany for 20 million and has made sales in the US for 40 million, explains this medium.
Regarding the recommendations of the analysts, Barclays initiates the coverage of CIRSA Enterprise with a recommendation to «overcome» and an objective price of 20 euros. It is a bullish potential of more than 30% compared to the closing of last Friday.
The bags are prepared for Jackson Hole
On the macro side, the monthly foreign trade report of the Ministry of Economy, Commerce and company has revealed that The commercial deficit of Spain in the first half of the year reached 25,113 million euroswhich represents an increase of 58.7% compared to the negative balance of 15,822 million registered in the same 2024 period.
Investors have also known the Commercial balance of the Eurozone of the month of June, which registered a 7000 million surplus in monthly terms and not unstacted, according to Eurostat. The Mayo, in addition, was reviewed from +16.2 billion euros to +16.5 billion.
We have also known that Debt of Public Administrations (AAPP) stood at the month of June at maximum 1,691 billion euros in absolute termsalthough it moderated its weight on the Gross Domestic Product (GDP) to 103.4%, which represents a decrease of 1.9 percentage points compared to a year ago. According to the data published Monday by the Bank of Spain, in absolute terms, the debt balance amounted to 1,690 billion euros in June 2025, with an year -on -year growth rate of 4% and 1.7% compared to the month of May.
And in Wall Street, shortly after the opening, the Housing Market Index of the National Association of Housing Builders/Wells Fargo that fell to 32the lowest point since December 2022, and since July 33. A fall that occurs with more than a third of residential construction companies cutting prices and around 2/3 offering some incentive to attract marginalized buyers by high mortgage rates and economic uncertainty.
However, the great appointment of the week will arrive in a few days, when central bankers celebrate the traditional symposium in Jackson Hole (Wyoming) with special attention to see if Powell gives any track about future movements in interest rates. The Future of federal funds estimate a probability close to 85% that the Central Bank cuts interest rates At its next monetary policy meeting in September, according to the CME Fedwatch tool.
Wall Street, Europe and other markets
Wall Street indices remain plans after opening with doubts for Dow Jones. At this time, Dow Jones goes up on the 44,958 points, the S&P 500 It is left 0.11%, over 6,442 points and Nasdaq 100 loses more than two tenths, over 21,562 points.
The rest of European stock markets closes the negative session. He DAX yields 0.5%, over 24,250 points, the FT-100 It remains flat at 9,130 points, CAC 40 goes back 0, 6%, the Eurostoxx 50 trades on the 5420 points after registering falls that are around half a point and FTSE MIB It quotes at 42,533 points after falls of just over two tenths.
In the raw material market, the future of oil Brent advances 0.12%, over $ 365.94 while West Texas advances 0.13%, over 62.07 dollars. Oil remains pending the situation in Ukraine after Trump left a foreseeable approach with Putin in Zelenski to negotiate the fire. An agreement to end war, no matter how hard the possible concessions for Ukraine are, could relieve world supply if more Russian energy comes to the market.
In the currency market, the euro dollar loses more than 0.2%, to $ 1.1665 while among cryptocurrencies, Bitcoin yields more than 2%, up to 116,688 dollars and Ethereum quotes with falls close to 5%, over $ 4,331.