The IBEX 35, the best indicator on account of INDRA and the banks before the final stretch of the descents of types

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By Jack Ferson

The Spanish bag closes Thursday with More than good tone endorsed by banks while becoming the best indicator in Europe and the United States In this fourth stock market session.

The Spanish selective was clearly lukewarm in its future until the decision of the ECB. But there was something that did not vary: the best and the worst of the day in the opposite sign to the close of yesterday. Solaria’s falls after its continued rally of more than 24% in two days and 40% in more than a week, compared to Indra’s increases after the strong correction of the two preceding sessions.

That became broken with a double effect: on the one hand The conversation between the Chinese and American presidents, Xi Jinping and Donald Trump on the tariff war and the second ECB. The decision to lower the types was discounted, but the most important thing has been the end of the cycle marked by President Lagarde, after cutting the types in the Eurozone for 2%, at 25 expected basics and the seventh that the Governing Council of the European Central Bank in a row.

Regarding Trump and Xi, The US president is pronounced, with the idea that the conversation has focused on commercial negotiations, with the idea that their teams, at the highest level, meet to negotiate. «We will be represented by the Treasury Secretary, Scott Besent; the Secretary of Commerce, Howard Lutnick; and the United States commercial representative, Ambassador Jamieson Greer,» in a place and date to be determined.

But that means that conversations follow and moderate optimism returns to the market.

But, above all, because of the idea that the declines of types in the eurozone are exhausted and leads the banks to gain positions in a determined way, in front of their neutral march today.

Thus, the IBEX closes the session with profits of 0.73% to 14,203.70 points, with the increase in values ​​such as indra 4.37%, CaixaBank 3% and Bankinter 3% and the fall that Solaria experiences 6.10%, IAG (Iberia) 1.40% and acts renewable energy 0.90%.

Among the protagonists, Grifols has revealed during its General Shareholders meeting the possibility of carrying out shares of shares in the future, as part of its strategy to give back investors, in addition to the dividends that it plans to distribute as of this year. The CEO, Nacho Abiatogether with other senior executives such as the outgoing non-executive president, Thomas Glanzmann, and the new non-executive president, Anne-Catherine Berner, have addressed various relevant issues for the company.

Meanwhile, Barclays has prepared a report on public service companies in Europe and chooses their preferred values ​​in the sector. Among them, three Spanish, Endesa, Redeia and Grenergy stand out as their favorites in several subsectors.

Specifically, in this sector, in that of integrated public service companies, it stands out to Endesa, but also to the Italian Enel (owner of 70.10% of Endesa), the Scottish SSE and also to the French Engie and Veolia.

Intesa Sanpaolo He has decided to give a vote of confidence to active renewable energies, to which he raises the target price of 20 to 22.60 euros per share. The recommendation remains to ‘keep’.

With this improvement, the new assessment is a Alcista potential of 13.34% in front of the closing of Wednesday. Intessa is also slightly between the most optimistic analysis houses on the Renewable Subsidiary of ACCIONA.

Already in the rest of Europe, a general positive sign before these positive factors, the Euro Stoxx 50 wins 0.07% to 5,408 points, CAC 40 yields 0.18% to 7,790 points, the Dax wins 0.27% to 234,326 points, and the session in London for The FT 100 ends with 0.05 increases up to 8,805 points.

In Wall Street, progress levels after the conversations between the world’s first leaders, on account of THE COMMERCIAL WAR BETWEEN PEKIN AND WASHINGTON with the idea of ​​advancing in negotiations at the highest level.

In the business field, today investors will know the results of the second trimester of Broadcom, which will serve to take the pulse to the demand for AI. However, we will have to wait until the closing of the regular day. The quoted rises 0.2% in the first minutes of negotiation.

Procter & Gamble has announced that will cut 7,000 jobs, or approximately 6% of its total workforce, over the next two years. The company cuts behind Gillete, Pantene or Ariel is part of a new restructuring plan to counteract the unequal demand of consumers and the increase in costs due to tariff uncertainty.

Five Below adds 8% to MD after the retail chain has published A benefit per share of 86 cents and income of 971 million dollars In his first quarter. The analysts had waited 82 cents per earning action and 967 million income. On the other hand, she announced that the financial director, Kristy Chipman, will leave office.

At the close of the Spanish Stock Exchange, the Dow Jones rises 0.12% to 42,478 points, the S&P 500 wins 0.23 %% and is placed in the 5,983 points while the innovative and technological Nasdaq OMX advances 0.45% to mark 19,548 points.

In fixed income, ups to the profitability of assets with The Spanish 10 years bonus that raises its performance at 1.99% discount to 3,176%, Faced with 0.2.5% profits for German BUND, up to 2,5860%. The Spanish risk premium drops 3.75% to 59 basic points.

For its part, in raw materials we see As important increases, throughout the session, in the case of Brent’s futures, of reference in Europe, with levels that are placed at $ 65.56, and advances of 1.19%, while the American West Texas is revalued 1.11% to $ 63.54, on account of the record production of the US.

Continuing with commodities, gold futures with 0.34% cuts with levels for their futures of $ 3,385 per ounce, on the way to new maximums.

The euro dollar rises 0.30% for the common European currency at the close of the Spanish stock market session and crosses the green ticket at 1,1523 units. Bitcoin already loses positions, cuts 0.78% to 104,482 dollars per active.

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