The IBEX 35 is stabilized after morning fluctuations and rises 0.60% to 11,856 points. Among the advances, Indra stands out again, the best value of the year, which today rises 5.19%. It is followed by IAG (Iberia), which tries the rebound, with an increase of 4.95%, and ACS adds 2.54%. Among the decreases, Aena remains 2.42% and Telefónica loses 1.85%.
The Madrid selective comes from three consecutive days of falls due to the global instability caused by Trump tariffs that have returned to levels of the year. Only yesterday the fall was 5.12%, while in the accumulated of these three days the decrease is 11.7%. The index sees further the maximum of 13,484.30 points of the closure of March 21, the day it reached a level of 13,515.10 points.
Among the leading values of the day, today Fluidra celebrates its capital Markets Day. The company has informed the National Securities Market Commission (CNMV) that Preliminary sales of the first quarter of 2025 amounted to 563 million euroswhich represents an increase of 7% compared to the same period of the previous year and 5% adjusted by exchange rate and perimeter.
«It should be noted that all regions registered growth during the quarter,» he says. A more detailed vision of the performance of the first quarter will be presented on May 7, during the presentation of scheduled results, has advanced.
In the financial sector, the market is still waiting for the CNMC decision on the hostile OPA presented in May last year to get Banco Sabadell. Today, however, Five days publishes that Competition plans to delay the opinion to May and will expand the end until after summer. The regulator has started a new market test, to prove the effectiveness of the new commitment list proposed by the BBVA in order to unblock the operation.
The CEO of the Telefónica Group, Emilio Gayo, has received a package of 151,299 shares of the ‘Teleco’ that, at the current price of 4.1 euros per title, is valued at about 620,000 euros, according to the information published by the company in the CNMV. The delivery of this actions package is part of the second cycle of the long-term incentive program for managers approved by the company in 2021 for the 2022-2025 period.
In the analysts’ recommendations, Jefferies has raised the target price of ROVI laboratories to 72.50 euros per actionwith a bullish potential of more than 54% compared to current levels. Besides, JB Capital Markets expands the potential of three Ibex 35 banks:Caixabank, Bankinter and Banco Sabadell.
On the other hand, Goldman Sachs reduces Aena to «sell» for his «unattractive» growth prospects.
In other news, Repsol records a production of 540,000 barrels a day in the first quarter. The company also jumps to the holders after The economist You have published that you are looking for a partner for a new lot of renewable plants in Spain of 706 MW.
The macroeconomic agenda It is very light on Tuesday both in Europe and in the US, so Investors will remain especially attentive to any news, declaration and rumor that may arise about tariffs and commercial war. At the moment, countries like Japan or regions such as the European Union have made offers to the US government to begin negotiating with it, offering significant commercial concessions -the EU has offered to remove all tariffs from industrial products, something that the US should also approve.
However, “we have many doubts that these negotiations will come to fruition, at least in the short term, since the speech of some of the advisors closest to Trump points to that The new tariffs are a structural measure to rebalance world trade and generate a new source of financing to the US government”, He says Juan J. Fernández-Figares, from Link Management. «What finally happens with tariffs, something that we will not know in the very short term, will depend largely if the bags are able to recover the lost or the analysts and the managers are forced to completely redo their estimates of economic growth and, therefore, their expectations of results of the quoted companies,» the expert warns.
Wall Street futures point to a rebound day in the session on Tuesday after yesterday, on an extremely volatile day full of rumors, finally the closure was mixed. The Dow Jones ended up losing 349 points or 0.91%, while the S&P 500 fell 0.23%. The Nasdaq technological, which has been the most punished in recent weeks and is in Basist Mercado, achieved a shy advance of 0.10%.
During the Asian day the bags have bounced from a minimum of a year and a half, with Tokyo’s Nikkei 225 index rising 6.01% to 33,008.50 points. Much more modest, of 0.26%, was the rise in the South Korean Kospi, while in China CSI 300 advanced 1.3%.
In raw material markets, oil prices They try a shy rebound after the hard punishment of the last days that led them to a minimum of four years due to the concern that US tariffs can depress demand and take a global recession. Today oil Brent Reference in Europe rises 0.53% to $ 64.55 per barrel, while American West Texas futures advance 0.54% to $ 61.03.
The gold, which had suffered falls in recent days for sales made to cover losses in other assets, rises 0.83% to $ 3.007.66 an ounce.
The euro drops 0.37% against the dollar until leaving the exchange rate at $ 1,0918 for each single currency.
In fixed income, The profitability of the bonds are recovered once it seems to return some calm to the marketswith the performance of the US bonus at ten years marking 4,174% after falling these days below 4%. On this side of the Atlantic, the profitability of the Spanish debt bonus to ten years rises to 3,346%, leaving the risk premium against Germany in 71.05 points.