Sabadell - ESTRATEGIA DE RENTA VARIABLE: REUNIÓN TIPOS DE INTERÉS FED JUNIO 2025 (ANÁLISIS BANCO SABADELL)

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Sabadell

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ESTRATEGIA DE RENTA VARIABLE: REUNIÓN TIPOS DE INTERÉS FED JUNIO 2025 (ANÁLISIS BANCO SABADELL)

La Reserva Federal decidió ayer de forma unánime mantener el tipo de referencia en el rango 4,25%-4,50% tal y como se esperaba.

19/06/2025 1 ES

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IBERIAN DAILY 18 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AENA, CELLNEX, INDRA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 2Q’25 results to be released over the coming days in Spain. Quality cyclicals leading the rally European stock markets rallied, driven by gains in companies linked to data centre development, in view of the strong demand in the US. Thus, in the STOXX 600, cyclicals like Industrials and Technology led the gains, whereas Media and Consumer Goods suffered the biggest losses. On the macro side, in...

EUR 100.00

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Research Department

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INFORME DIARIO 18 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, CELLNEX, INDRA. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 2T’25 que se publicarán en España y Europa en los próximos días. Los cíclicos de calidad a la cabeza del rebote Subidas en las bolsas europeas, impulsadas por ganancias de las compañías vinculadas al desarrollo de centros de datos, ante la buena demanda de EE. UU. Así, en el STOXX 600 dirigieron las subidas sectores cíclicos, como Indust...

EUR 100.00

5h / 53m 5h / 53m 1 ES

Research Department

Research Department

ESTRATEGIA MENSUAL DE RENTA VARIABLE: JULIO 2025 (ANÁLISIS BANCO SABADELL)

En lo que llevamos de año el Euro STOXX 50 acumula una subida de +9,1% frente al +6,5% del S&P 500.

EUR 100.00

22h / 25m 22h / 25m 1 ES

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ESTRATEGIA DE RENTA VARIABLE: REUNIÓN TIPOS DE INTERÉS FED JUNIO 2025 (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 18 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 18 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

ESTRATEGIA MENSUAL DE RENTA VARIABLE: JULIO 2025 (ANÁLISIS BANCO SABADELL)

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