The Spanish stock market closes a new session in which things seem to have changed in the ideology of investors. The tariff agreements that are arriving and above all, the good American employment data, although they will slow down the descents of types, strengthen the first economy of the world and, unemployed, to the market.
Determined profits for an Ibex 35 that It is headed at 14,200 points while looking for the path to reach new maximums in almost 18 years. The renewables, with Solaria and acts energy, the great protagonists, in a day that also became among conservative investors, ideal to invest by dividend. Up to three companies, Iberdrola, the oil company Repsol and Redeia (REE) discount its price dividend tomorrow and this Thursday was the last day to reach it.
Highlight also The general recovery of banksbefore the good American employment data of those that we will talk about later, which suppose, de facto, less possibilities so that, at least in July, at the meeting of 17 and 18, The Fed does not move types and think about it at least in September.
The IBEX 35 closes the session with 0.98% earnings to 14,182.90 points with the increases of securities such as renewable energy 3.87%, Unicaja 2.86% and CaixaBank 2.34% and falls for companies such as Acerinox 1.30%, Cellnex0.83% and Endes 0.41%.
Among the protagonists, beyond those mentioned, Caixabank lives a sweet 2025 in the markets. A behavior that has not gone unnoticed by analysts, as demonstrated by the last movement of Alantra Equities, which has decided to raise its «neutral» recommendation to «buy», while increasing its objective price from 7.05 euros prior to 8.75 euros.
This position change reflects the strong revaluation potential that experts still see in value, despite the remarkable rally accumulated in 2025. CaixaBank is now at 13.8% of the new objective price estimated by Alantra, which suggests an attractive margin for investors that have not yet entered the value.
Among the victims of the session, Endesa once BNP Paribas Exane has reduced its recommendation on the value from «neutral» to «low performance» (Underperform) and has reduced its target price from 27 euros to 25.50 euros, which leaves its potential in the medium term to zero.
Also today we know that Izertis It will quote from tomorrow, July 4, in the main market market. The Spanish technology consultant who chairs Pablo Martín Today has received the final approval of the National Securities Market Commission (CNMV), which has authorized its jump from BME Growth, where it is quoted since November 25, 2019, to the main segment of the Spanish Stock Exchange. The General Board of Shareholders had given the green light to the operation last Friday, June 27.
Of course, in terms of tariff It is impossible for detail with the United States before the deadline, on July 9.
Specifically, said the head of the Community Executive that «we want a negotiated solution, but at the same time, We are preparing for the possibility that a satisfactory agreement is not reached. « All this to what considers the high commercial volume between the EU and the US that amounts to 1.5 billion dollars.
Already in Europe, the euro Stoxx 50 wins 0.46% to 5,343 points, CAC 40 advances 0.22% to 7,755 points, the Dax wins 0.61% to 23,928 points, and the session in London for el FT 100 Win a 0.56% up to 8,823 points.
Today with the prominence of Banca Monte Dei Paschi di Siena, which has formally initiated a hostile OPA on Mediabonca, with the intention of creating the third largest bank in Italy, after receiving the approval of the Italian financial supervisor.
And in Wall Street, many novelties in this session that will end at 7 in the afternoon Spanish time against the long weekend that will be taken, with the closure of the American bag tomorrow, the investors in the US. UU.
The first, Good employment data, with the June report that shows better figures than expected: Creation of 147,000 jobs, unemployment rate that drops to 4.1% and increase in the salary per hour of each worker of 0.2%, as well as good figures of the weekly subsidies that were known today.
The second, the new historical maximums of S&P 500 Intradica, which also lead Nvidia to place themselves with 3.92 billion dollars in the most valuable company in the entire stock market. It exceeds Apple, and its December levels last year.
Regarding the values, attentive to Datag, for its part it rises strongly, 9.4% after the announcement that the software manufacturer would replace Juniper Networks in the S&P 500 index from July 9. Juniper was acquired by Hewlett Pckard Enterprise on Wednesday. DataGog, manufacturer of monitoring and analysis tools for developers and others, has a market capitalization close to 47 billion dollars.
Strong increases also for Synopsys and Cadence Design, superior in both cases at 3.8% and 4.88% respectively, after both companies announced that the United States had raised some restrictions on chip design software exports to China. The companies, together with the German Siemens, said that the Office of Industry and Security of the United States Department of Commerce He informed them that recent exports restrictions had risen to China according to The Wall Street Journal.
At the close of the Spanish Stock Exchange, the Dow Jones rises 0.84% to 44,857 points, the S&P 500 wins 0.80 %% and is placed in the 6,277 points while the innovative and technological Nasdaq OMX advances 0.95% to mark 20,587 points.
In fixed income, despite the rise in the profitability of American bonds, in Europe, falls for the profitability of assets with The Spanish 10 years bonus that lowers its yield by 1.16% to 3,232%, and 1.56% falls in the German Bund, up to 2,5790%. The Spanish risk premium drops 0.46% to 65.30 basic points.
For its part, in raw materials we see cutsin the case of Brent’s futures, of reference in Europe, with levels that are placed at $ 68.59, and cuts of 0.77% while the American West Texas descends in price to 66.83 and falls of 0.9%.
Continuing with commodities, gold futures with 0.7% cuts with levels for their futures of $ 3,336 per ounce.
The euro dollar drops 0.38% for the common European currency at the close of the Spanish stock market session and crosses the green ticket at 1,1752 units. Already Bitcoin, with 0.6% increases to 109,395 dollars per active.