The closing bell has already sounded in Europe, and ends a month of increases for the price of the main rates of the region. The beginning of 2025 has been especially positive for these stock exchanges, which have far exceeds Wall Street ascents, despite the fact that investor expectations are put in these indices on the other side of the Atlantic. And although Ibex 35 had been left behind, this week has managed to overcome, with an ascent of 3.3%, which allows the national selective to close January with a 6.7% rise Up to 12,372 points, which are levels prior to the outbreak of the Lehmann Brothers crisis in 2008. Meanwhile, Eurostoxx 50 rises 8% so far this year, which leaves the index to 3.4% of its historical maximums in a closure: the 5,464 points, which it reached during the bubble Puntocom and that he has not played again so far this century.
ELIBEX 35, after having lag homologous. The most bullish index so far this year is the Dax Alemán, which has managed to close with 9.2% ascent in January and in the surroundings of its historical maximums. Meanwhile, the CAC 40 is finally recorded by 7.7%in large part thanks to the impulse that luxury received at the beginning of the month with the accounts of Richemont and Burberry, although the latest LVMH results have slightly corrected the promotions of the brands Luxury. Meanwhile, the Italian FTSE and the British FTSE 100 total 6.7% and 6% in this monthly closure.
Europe has started the year with more force than expected, and in large part, investors have chosen to expose themselves to European Variable Income for the next German elections, set for February 23. But not only the elections encourage the supranational market, but also the prospects for Germany and France will have to stimulate their economies and with it a new public investment flow will arrive to lift them, A factor that has favored European companies.
In addition, the European stock market continues to quote cheaper than its counterparts to the other side of Atlantic, while the S&P 500 is installed in bubble territory by its benefit multiplier, that is, with a premium of more than 20%. Even so, analysts continue to bet on the progress of the US variable income, another point that has attracted capital to the bags on this side of the Atlantic.
At a technical level, the Ibex 35 He has managed to close the last session above the resistance of the 12,153 points indicated It is a “clearly bullish signal” for the expert. From its perspective, “everything indicates that IBEX could go to 13,000 points”, which is the “Objective that arises from projecting the amplitude of this side with base and support in the 12,300, so, if it exceeds 12,153 points this would be a clearly bullish signal, “he adds. With this last climb, the Ibex stays at 5% of reaching these levels.
Regarding Eurostoxx, the analyst states that “the short -term threat is that it can develop a classic Throw Back Or going back to the old resistance, now converted into support, of the 5,000-5,050 points “, but after” the rupture of the maximum of last week this risk seems to move away for the moment and the last increases have left the Eurostoxx 50 just 4.50% of the objective that management in the 2000 highs in Intradica, the 5,520 pointswhich is the one that opened the door at the beginning of the month when he managed to break the roof of the consolidative process he developed during the last nine months, “he explains.
In Wall Street, Trump’s return to the Oval Office has not been so satisfactory for investors. From his appointment, he continues to worry the increase in inflation in the United States, while the Republican threatened to impose 25% tariffs on Mexico and Canada from This Saturday, February 1. Trump’s policies and their relationship with the future of the US economy have led to the Federal Reserve mainly maintained interest rates between 4.25% and 4.50% this Wednesdayin contrast to the cut of the European Central Bank this week, the fourth consecutive in recent months.
This week the appearance of Deepseek in the panorama of artificial intelligence has been an obstacle to the price of the main indices, dragging Nasdaq 100 and the S&P 500 with significant decreases in technology. But the bang It was especially taken the Queen of AI, Nvidia, with a decrease of 17% and a loss of capital of almost 500,000 million dollars, the greatest loss of the history of Nasdaq 100. Even so, these selective have managed to overcome, driven For the good balances of accounts of their signatures, and at the European closure, 3.9% and 3.8% in the monthly calculation are recorded, respectively. On the other hand, the industrial Dow Jones is the one that is most recorded, 5.5%, leading on Wall Street.
The bank drives the Ibex
The sector that has marked the climbs on the Spanish Stock Exchange, unquestionably, is the bankdespite the fact that 2025 was raised as a complicated year for Spanish banks with the forecasts that the European Central Bank continues to cut types. Four Spanish banks are one of the five most bullish firms, and get double annualized digit. The increases crown them in the month Banco Sabadell and BBVA, because the expectations of type drops have slowed down. The Catalan bank adds 23% and the Basque entity rises 19%. Caixabank and Banco Santander, in the third and fourth position, amount to 14.3% and 12.2%.
For its part, Puig scores 12% in the month, the last push received it on Friday with its excellent results. On the negative side of the index there are only five companies with losses. Grifols yields 6.5%, while Solaria and Repsol lose around 3%. The least affected are Repsol and Sacyr this month, with a 1% correction.
At the level of raw materials, the Brent barrel rises 3% in the year, after having added 10% to the 82.2 dollars it reached in the middle of the month. From those levels it loses 6%, to $ 76.8 per barrel. Meanwhile, gold closes in its historical maximums, the 2,800 green tickets. The Eurodólar exchange rate ends at $ 1,038 this week, with a 1%weekly correction.
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