Sabadell - VISIÓN TÁCTICA DE LOS MERCADOS 29 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

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Sabadell

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VISIÓN TÁCTICA DE LOS MERCADOS 29 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

29/09/2025 1 ES

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Research Department

ESTRATEGIA SEMANAL DE CRÉDITO: IBERDROLA - TOP PICK EN UTILITIES (ANÁLISIS BANCO SABADELL)

Entorno: Las bajadas de tipos que descuentan los Fed Funds van minorándose a medida que varios miembros se muestran incómodos con la fuerte senda que ha llegado a descontarse. Esto, unido a la fortaleza de los datos macro vista la semana pasada dejan -39 p.b. de recortes para este año. En materia comercial, hubo anuncio de nuevos aranceles sobre farma, camiones pesados y mobiliario, mientras que, en geopolítica, D. Trump cambia de postura mostrándose a favor de que Ucrania recupere todo su terreno ocupado por Rusia, a lo que hay que añadir los continuos desafíos de Rusia dentro del espacio aér...

EUR 100.00

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Research Department

Research Department

IBERIAN DAILY 29 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: BANKINTER, INDRA, MAPFRE. Surprisingly strong macroeconomic data in the US It was a transition week for European and US stock markets, with all eyes on the US macroeconomic data (particularly the positive surprise after the 2Q GDP revision) and the comments from the Fed members, cooling the strong rate cuts priced in through Dec’26. Thus, in the STOXX 600, the best-performing sectors were Basic Resources and Energy, whereas Pharma (tariff implementation) and Construction suffered the biggest drops last week. On the macro side, in Spain, the final 2Q’25 GDP rose unexpectedly +0....

EUR 100.00

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VISIÓN TÁCTICA DE LOS MERCADOS 29 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

ESTRATEGIA SEMANAL DE CRÉDITO: IBERDROLA - TOP PICK EN UTILITIES (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 29 SEPTEMBER (ANÁLISIS BANCO SABADELL)

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