Sabadell

Research Department
  • Research Department

ESTRATEGIA DE RENTA VARIABLE: ACTAS FED EE.UU. ABRIL 2026 (ANÁLISIS BA...

Las Actas de la Fed no sorprendieron y mantuvieron el sesgo relativamente hawkish que mostró J. Powell tras la última reunión de la Fed.

Research Department
  • Research Department

IBERIAN DAILY 09 APRIL (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: INDRA, NEINOR HOMES. Markets celebrate ceasefire, although with doubts about its compliance Stock markets rallied after the ceasefire between the US and Iran and the reopening of the Strait of Hormuz, with oil seeing one of the largest drops in history (more than -15%) and the IBEX rising back above 18,000. In the STOXX 600, all the sectors except Energy ended with gains, led by Travel & Leisure and Industrials. On the macro side, in the euro zone February’s retail sales slowed t...

Research Department
  • Research Department

INFORME DIARIO 09 ABRIL + RDOS. EUROPA 1T’26. PREVIEWS (ANÁLISIS BANCO...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDRA, NEINOR HOMES. Las bolsas festejan la tregua y miran de reojo su cumplimiento Rally en las bolsas tras el alto el fuego entre EE.UU. e Irán y la reapertura del Estrecho de Ormuz, con el petróleo registrando una de las mayores caídas de la historia (>-15%) y el Ibex recuperando los 18.000 puntos. En el STOXX 600, todos los sectores menos energía cerraron con ganancias, lideradas por Viajes&Ocio e Industriales. Con todo, ayer Trump amenazó con ...

Research Department
  • Research Department

VISIÓN TÁCTICA DE LOS MERCADOS 08 ABRIL (ANÁLISIS BANCO SABADELL)

VISIÓN TÁCTICA DE LOS MERCADOS 08 ABRIL (ANÁLISIS BANCO SABADELL)

Research Department
  • Research Department

IBERIAN DAILY 08 APRIL (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS HOMES, ALMIRALL, INDRA, REPSOL, TELEFÓNICA. Rally on the markets thanks to the two-week ceasefire European stock markets began the session with gains, then losing ground and ending with losses, with no announcement of a deal to end the ultimatum. Late last night it was learned that Iran and the US agreed to a two-week ceasefire that includes opening the Strait of Hormuz, while Israel, which supports the ceasefire, will continue to attack Lebanon. In the STOXX 600, most sect...

Rafael Bonardell
  • Rafael Bonardell

IAG: BEST IN CLASS EN EL SECTOR (ANÁLISIS BANCO SABADELL)

Best in class en el sector. Nuevo PO 5,40 euros/acc. SOBREPONDERAR

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