Markets

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Fed leaves door open to interest rate hike if inflation remains persistently above 2% target

Report by Renta 4 European markets opened without significant movement (Eurostoxx futures down 0.2%, S&P futures down 0.1%, Nasdaq futures down 0.2%), reflecting yesterday’s results from Nvidia following the US market close, which saw a slight decline (down 0.5% in after-hours trading), despite beating consensus estimates (EPS $1.87 versus $1.76 estimated and 2Q26 guidance $91,000 million versus $86,790 million estimated). The Kospi is up 8.2% in today’s session, driven by…


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IBEX 35 closes up 2.2% at 18,051 points

Reported by Jaime Sicilia Martínez The main European indices have risen following the fall in oil prices and sovereign bond yields. The IBEX 35 closed up 2.2% and the Euro Stoxx 50 rose by 2.1%. The technology sector saw the biggest gains, driven by semiconductor firms, which have rebounded following the technical correction of recent sessions, buoyed by the positive outlook for Nvidia’s earnings release this evening. In the Asia-Pacific…


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Nvidia’s Q1 2026 results, to be published today, need to be convincing to meet investors’ high expectations

Reported by Juan J. Fdez-Figares In another session of high volatility, the main European stock indices closed mixed yesterday, well below their intraday highs. Whilst a slight fall in oil prices in the morning helped to boost equity markets and stabilise the region’s bond markets, in the afternoon, the fall in US bond prices and the sharp rise in their yields – the 30-year Treasury bond closed at 5.18%, its…


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Rise in bond yields causing concern: US 30-year bond yield at highest level since 2007, Japanese 30-year at highest on record

Investors are beginning to show greater concern about the impact that high energy prices may have on inflation figures and, consequently, on monetary policy, pushing yields upwards. Report by Renta 4 Flat opening in European markets (Eurostoxx futures up 0.2%) but with falls in US futures (S&P down 0.3%, Nasdaq 0.5%) and in Asia (Kospi 3%) in markets that are tempering their enthusiasm for AI and beginning to show greater…


bodegas riojanas

Historic Bodegas Riojanas avoids insolvency proceedings: Vintae to acquire 90% of share capital

Reported by Consejeros Editorial Team The Logroño-based wine group Vintae, through its parent company Gevisa Wine Capital, has agreed a restructuring plan with the banks whereby it will assume the debt of the historic Bodegas Riojanas and acquire 90% of the company’s capital, as reported to the National Securities Market Commission (CNMV) last Friday. The current shareholders will retain ten per cent of the capital. The transaction also includes the…


TSK Bolsa

TSK makes stock market debut with 4.55% gain

Reported by Consejeros Editorial Team TSK made its debut on the Spanish stock market this Wednesday, setting an opening price of €5.28, which represents a 4.55% increase over the €5.05 at which it was initially listed. The company, the star of the first stock market debut of 2026, carried out a €150 million capital increase among institutional investors, for which it received four times more demand than the shares offered….


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Widespread gains on European stock markets: Ibex 35 rises 0.45% to close at 17,654 points

Modest gains on Wednesday for the Ibex 35 (0.46%, 17,654 points), as seen across most other European stock markets, which are rebounding but only moderately. Reported by Jaime Sicilia Martínez The major European indices are recovering some of their recent losses, despite Brent crude remaining above $105 and thus inflation estimates on the rise, while the conflict with Iran persists. Meanwhile, it appears that Saudi Arabia launched attacks against Iran….


bancos espana

Fitch Raises Ratings for BBVA, Caixabank, Santander, and Sabadell

Report by Renta 4 Recommendation: BBVA, Hold, Target Price €20.80/share; Caixabank, Overweight, Target Price €11.86/share; Santander, Overweight, Target Price €12.08/share; Sabadell, Overweight, Target Price €3.85/share Fitch has upgraded the long-term issuer and long-term deposit ratings of BBVA (BBVA) and Caixabank (CABK) by one notch in both cases to A (from A-) and to A+ (from A), respectively. In the case of Santander (SAN), it has raised the long-term rating to…


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SpaceX: the deal of the century designed for insiders

SpaceX is preparing to go public with a valuation of $1.75 trillion without ever having published its audited accounts. Elon Musk’s company controls over 80% of US orbital launches and has more than 10 million Starlink subscribers, yet it is set to trade at 110 times its annual sales. Analysed by Franco Macchiavelli SpaceX is preparing for its IPO with a valuation of $1.75 trillion, a figure higher than Spain’s…


bolsa madrid

European stock markets fall amid renewed uncertainty in Iran: Ibex drops 1.56%

Reported by Jaime Sicilia Martínez The main European indices have recorded declines following the failure of the latest proposals from Iran and the United States, and Trump’s threat of a possible end to the ceasefire. Investors’ defensive stance has favoured gains in Energy, Consumer Staples and Healthcare, whilst the major cyclical sectors have been the hardest hit. The technology sector has been dragged down by the US market, and the…