The IBEX 35 moves with 0.10% falls that take him to 14,919 points. The loss, last Friday, of the level of the 15,000 points that was confirmed to weekly closure allows us to talk about a “change in the feeling in the very short term in a context of extreme overcompra accumulated by the weekly MacD. An alert that we have been exposing in recent weeks and months,” he says José Antonio González, Director of Technical Analysis of Investment Strategies. The impact of these cuts on the IBEX 35, for the moment, is reduced because «the increasing guideline is not even drilled that starts from April minimum, 2025 and, therefore, we continue to maintain a constructive attitude although increasing that surveillance of whether this weekly turn is something specific or if it ends up moving to a consolidation process that lasts more in time and even deeper in terms of price in terms of price.» See more …
Las Bags come from heat instability sessions of political instability in France, After knowing that at the beginning of September a motion of confidence against the prime minister will be held. “The chances of not exceeding the vote are high, which would mean the paralysis of the fiscal plan designed to reduce the deficit. The increase in risk has been extended to the rest of the European entities through the interbank market, with investors demanding greater profitability. This situation has not aggravated the falls in the markets because it has coincided with the cuts of types of the ECB and some levels already low, but a similar situation Context could have a much greater impact on European stock markets and on the euro, ”acknowledges Javier Cabrera, XTB market analyst.
Among the values that most close to the Spanish selective are Rovi Laboratories, with increases of 1.90% that lead to 59.10 euros. Mapfre advances 0.75%, while Logista Integral advances 0.57%.
In negative terrain, Solaria falls 3.11%, to 13.40 euros, while Amadeus yields 2.29%, to 69.92 euros, and acts renewable energy, 1.57%acts.
In the continuous market, the greatest advances are those of Amrest, which rises more than 4.6%, to 3.58 euros followed by Riojan wineries, which advances 3.11%.
The red numbers are leaded by Bavaria and Pescanova’s titles, with falls of more than 2% in the first minutes of negotiation.
On the corporate side, Ferrovial has redoubled its offensive for the business centers business. The company, which created in 2024 the Digital Infrastructure Division, is putting together a portfolio of projects in Spain, Poland and the United States, fundamentally, according to El Economista that points out that its strategy runs out to participate both in the development and construction of the projects. This has been done in Poland, where Ferrovial has acquired local society Sien Real to develop a data centers campus in Warsaw. The cost of the transaction reaches 56 million euros.
BBVA has returned to readjust the offer for Sabadell after the dividend payment. The entity announced this Friday that it has already made effective the new adjustment in the exchange of its OPA as a consequence of the dividend of 0.07 euros that Banco Sabadell has distributed today, according to the statement sent to the National Securities Market Commission (CNMV). Thus the exchange has become a new BBVA issuance action and an effective payment of 0.70 euros in exchange for 5,5483 Sabadell shares. Until now, Sabadell’s number of titles was 5.3456.
It is an automatic adjustment provided for in the announcement of the OPA that BBVA made in May 2024. As established in that document, the dividends of Sabadell will mean a change in the exchange of shares, while the dividends of BBVA will mean adding a cash payment of the same amount.
Among the recommendations of the analysts, Barclays raises the target price of telephone of 4.70 euros to 4.80, while UBS increases from 3.9 euros to 4.8 euros per share.
Morgan Stanley increases the target price of colonial real estate to 7.50 euros from the previous 7.
Among the Macroeconomic references In Europe, a battery of PMI manufacturing In several countries in the euro zone. Among the most prominent figures, the manufacturing PMI of Spain rose to 54.3 in August from 51.9 in July, exceeding the 52 forecasts, while the Manufacturing PMI of the euro zone increased to 50.70 points in August, from the 49.80 points recorded in July.
This Monday we will also be aware of the statements of Christine Lagarde, president of the European Central Bank, in case they offer any clue about the agency’s interest rates.
In the United States, personal consumption expenses of the Dallas Fed are published.
Oil and euro with climbs while Wall Street will remain closed
Today a lower stock activity is expected because the North American market will remain closed by the Labor Day holiday. The futures of the United States indices do quote and do so with shy falls. The future of Dow Jones remains at 45,563 points, the S&P 500 Add 0.13%, over 6,468 points and the future of Nasdaq 100 advances more than a tenth, up to 23,440 points.
Asian bags close this Monday with a mixed tone. He Nikkei more than 1.2%is left, over 42,197 points, the index of Shanghai adds 0.4%, to 3,875.20 points, China A50 loses more than three tenths, over 14,909 points, the Hang Seng has closed with increases from more than two percentage points while the Kospi It yields just over 1.3%, up to 3,142.93 points.
In the raw material market, oil prices They rise in a context of concern about the increase in production and the impact of American tariffs on demand. The future of oilBrent They total 1% in the $ 68.16, while West Texas advances 1.15%, up to $ 64.74.
In the currency market, the euro dollar advances 0.32%, up to $ 1.1723. Among cryptocurrencies, Bitcoin rises 1%, to 109,611 dollars and Ethereum loses loses half a percentage point, over $ 4,450.
The bonds fall again on Monday. The profitability of the Spanish Spanish bonus rises 0.5%, to 3,347% compared to a yield of 2,744% of the German bond, which throws a risk premium of 60.30 basic points. In France, the risk premium is maintained at 78.50 basic points in the heat of a bonus that moves at 3,536%.