economy and politics

The Ibex 35 has risen for two weeks with a rise of 0.18%, but remains at 11,600 points

The Ibex 35 has risen for two weeks with a rise of 0.18%, but remains at 11,600 points

The banks have penalized the selective in the weekly calculation

Nov. 22 () –

The Ibex 35, the main indicator of the Spanish market, has signed its second consecutive week on the rise with a rise of 0.18%, reaching 11,656.6 points, in a period marked by the vigorous falls of banks and geopolitical tensions in Ukraine.

According to market data consulted by Europa Press, the national selective has concluded trading this Friday with an increase of 0.39%, while so far this year it has seen a revaluation of 15.39%.

In the words of market analyst Manuel Pinto, the generalized fall of banks is explained by the latest batch of macroeconomic data in the eurozone, which has been weaker than expected and has motivated investors to think that the Central Bank European (ECB) could carry out more aggressive cuts in interest rates, with decreases of up to half a percentage point.

“The reasons that could force the body chaired by Christine Lagarde to make this decision are found in economic weakness, the fall in productivity and a more pronounced cooling of the labor market,” the expert has listed, while the PMI indicators of November’s economic activity has fallen to the recession zone.

In parallel, Spanish banks have seen their prices pressured this Friday due to the approval in the Congress of Deputies of a new tax that will affect their accounts with higher taxation.

The other point of stock market tension this week has been the geopolitical tension around Ukraine, since kyiv has received authorization from its allies to use long-range weapons on Russian territory, while Putin’s Government has made it more flexible its nuclear doctrine and has used its first intercontinental ballistic missile in the conflict.

Likewise, in the United States they have highlighted the publication of Nvidia’s accounts, which have been record-breaking but future estimates have been lowered, and the names that will make up Donald Trump’s Administration, while the impact of its inflationary policies will determine predictably to the Federal Reserve (Fed) when it comes to maintaining a tougher monetary policy.

In the Spanish corporate section, the name of Grifols has returned to the foreground, as it has advised its shareholders to reject Brookfield’s takeover proposal after having received a valuation of 6,450 million euros.

Given this situation, the stocks with the best weekly performance have been Merlin (+4.29%), Inditex (+3.8%), Acerinox and Logista (+3.41% each), while on the The decreases included Solaria (-12.28%), CaixaBank (-6.78%), Grifols (-4.72%), Banco Santander (-4.56%), Bankinter (-2.21%), BBVA (-2.2%) and Banco Sabadell (-1.82%).

The rest of the European cities have had different fortunes: Paris has decreased by 0.2% and Milan by 2.04%, while Frankfurt has advanced by 0.58% and London by 3%. Wall Street rose more than 1% in the week.

Regarding raw materials, the context of geopolitical tension has caused the barrel of Brent crude oil, the reference in the Old Continent, to rise 5.4% in the week, to 74.9 dollars, while Texas WTI has become more expensive by 5.75%, until it is trading at $70.9.

For its part, the price of the euro has fallen to the lows of two years ago, affected by the prospect of aggressive cuts by the ECB, while during the week it has fallen 4%, until trading at the level of 1.04 ‘greenbacks’.

In parallel, this rate perspective has caused a great demand for bonds, which has allowed States to reduce the interest they pay for them; Thus, the ten-year Spanish bond closed at 2.97% after subtracting nearly one tenth, with the risk premium compared to the German bond at 73 points.

For its part, the troy ounce of gold has risen by 5.5% in the week and has recovered the level of 2,700 dollars – it reached its historical maximum at the end of October at the edge of 2,800 dollars.

Bitcoin, the most valuable and best-known cryptocurrency on the market, rose 8% in the week and has continued to break all-time highs, while today it is close to the historic level of 100,000 dollars – at the European close it was trading at 99,300 dollars-.

The cryptocurrency has accumulated a rise of 48% since Donald Trump’s electoral victory in the United States presidential elections, as the adoption of favorable policies for the sector is expected on the occasion of the return of his Administration.

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