The IBEX 35 saves 13,000 points despite Trump with its greatest fall since November with Santander and BBVA

Foto del autor

By Jack Ferson

The Spanish stock market tests the level of 13,000 points, That he has even lost intradic in the last hour of session, while registering the greatest falls since last November, for a decrease mainly starring banks, accompanied by ArcelorMittal e IAG, before the real beginnings of The commercial war initiated by Donald Trump.

Europe falls to lead, while Mexico confirms the reciprocity of generalized 25% generalized tariffs that impact the flotation line, For the second consecutive day at Wall Street, Due to the pernicious double way effects for US companies, which make the American selective enter into negative territory.

With the entire market in red, given a situation that experts indicate that it only just started, the IBEX 35 lowers 2.55% to 13.31.70 points with the IG (Iberia) 7.72%, Banco Santander 6.05% and BBVA 5.26% and the increases that experience values ​​such as indra 2.86%, Redeia (REE) 2% and Cellnex 1.96%.

In this market dominated by the falls, the prominence is accumulated by the banks, with some of the greatest falls of the day, except the case of IAG. Banco Santander, BBVA and Banco Sabadell take the worst of the day in the Spanish Stock Exchange in the face of the pernicious impact of the commercial war on the economies of the countries where they are present, while in the case of the Catalan entity, the effect of the OPA drags more downward to the value, in front of the rest of the domestic banking.

Also negative effect for Arceormittal against steel tariffs and especially on China, while in the continuous market, the Basque company of automotive components, Gestamp gives above 7%.

IAG (Iberia), as we say, among the worst of the session, again with cuts, after the profits of the results, and although it still has traveled according to the latest recommendations.

From Jefferies they are committed to buying their shares, with objective price they raise in the London Stock Exchange to the 400 pence, equivalent to a price per share in euros of 4,839. In this way, The potential they implement 12 months seen on the value reaches 20%. The same recommendation as Deutsche Bank.

And who has reviewed her up is Barclays, in just one day. The British Bank Bet on raising from Neutral Only only one day before the value, but places its objective price at 5,081 euros per share, so that the possible bullish route that gives value, reaches 26%.

From the worst of the day, maybe. Indra again, with the defense sector unleashed before the European rearmament that the president of the European Commission, Úrsula von der read to invest 800,000 million euros in this matter. In four days it rises more than 26%, with UBS that is one of those who continue to bet on the continuation of this trend in the new market conditions, with the US positioning near Russia and the threat that Putin supposes for old Europe.

Already in the rest of Europegeneralized and important falls, especially for Frankfurt threatened companies and economies before the US trade war and its consequences.

Banks, insurance, energy …Among the most punished with only two sectors, non -cyclic consumption and the care of the greeting that are saved from a burning with energy lowering to 4% and above 3%, the financial sector.

Among the most punished values, we find The Swiss Bank UBS, the British Energy BP and Banco Santander, in the face of the advances of GSK, Unilever y BAT, British American Tocacco.

At the end of Tuesday, the Stoxx 50 euro drops 2.72% to 5,389 points, CAC 40 loses 1.85% to 78,047 points, the Dax trim 3.42% to 22,359 points, and the session in London ends to el FT 100 with decreases of 1.22% to 8,763 points.

Already in Wall Street, lead losses return, for the second consecutive session in the face of the pernicious consequences of the commercial war for US companies on the one hand, a bottleneck that can occur in American companies in the face of the problems that may arise in the supply chain, and on the other, the increase and the highest costs of the products with imported materials.

Both Mexico and Canada have just confirmed that they will impose to US products of 25%.

In terms of results, today it has been Target’s turn, which has warned that he expects a “significant” fall in the profits of the first quarter before the “continued uncertainty of consumers”, to a large extent by tariffs. The shares drops more than 3% in the opening. With lead falls of 5.4% who lead to the value to register their worst interannual levels.

However, the retailer has broken expectations with her accounts of the fourth quarter, with A benefit per share of 2.41 dollars exceeding $ 2.26. Income amounted to 30,920 million dollars, slightly above 30,820 million expected by the market.

He has also submitted his accounts before the Best Buy opening. The retailer He earned $ 2.58 adjusted by action on sales of $ 13,950 million in the quarter Finished on February 1. The analysts had waited profits for the fourth fiscal quarter of $ 2.40 per share and income of $ 13,680 million.

For fiscal year 2026, Best Buy points to adjusted profits of $ 6.40 per sales on sales of 41.8 billion. Analysts anticipated $ 6.58 profits per sales on sales of 41,750 million. Half -session shares have lead falls of 14.5%.

In this way, at the close of the Spanish market, Dow Jones, with its worst session from December, loses 1.64% to 42,482 points, the S&P 500 drops 1.72% to 5,749 points and Nasdaq OMX cuts 1.52% to 18,071 points, and lowers 10% from its last maximum, which means that it means that it enters into negative territory.

In fixed income, mix trend in the profitability of assets, with The Spanish 10 -year -old bonus, with 0.44 %% up to 3,169% while the German BUND presents vaults of 0.36% to 2,4830%. The Spanish risk premium rises 1.41% to 68.45 basic points.

In raw materials, oil falls strongly with A future of the Brent barrel that drops 1.65% to $ 70.42while, the West Texas places its price at $ 67.56, and drops 1.23%.

Gold wins positions with An cash price that advances 0.52% to 2,908 dollars an ounce And his future that rises 0.60% to $ 2,918.

Bitcoin already, very punished for global risk aversion, and as volatile asset yields 8.6% to 82,505 dollars. Today in the crypto market also quotes the strong falls of Ethereum y Cardano In the first case they touch 10% and in the second exceed 13.4%.

And the Euro Dollar ratio rises 0.4% for the single currency to 1,0530 units, with a dollar punished by the commercial war.

Deja un comentario