スペインの株式市場は、昨日の与党の国民党の闇献金·闇給金の醜聞で、3'77%下落したが、今日は2'2%上昇してちょっと回復、スペインの10年国債の金利も1'65%+372=5'37%と5'44%から下落。
Los mercados se reponen del susto
El Ibex rebota un 2,2% y logra recuperar los 8.000 puntos tras dejarse ayer un 3,77%
En la deuda, el diferencial con los bonos alemanes enjuga parte de la subida de la víspera
Los inversores están pendientes de la a reunión del BCE y la subasta de deuda del jueves
La tensión política impulsa la prima de riesgo española a 380 puntos
Consulta la evolución de los principales mercados
La tormenta de Rajoy dispara la deuda española, según ‘FT’
Álvaro Romero Madrid 5 FEB 2013 - 17:58 CET
Markets recover from the shock
The Dow bounced 2.2% and is able to recover the 8,000 points after left yesterday 3.77%
In debt, the spread to German bunds wipes rising part of the eve
Investors are awaiting the ECB meeting and a debt auction Thursday
Political tension drives the Spanish risk premium of 380 points
See the evolution of the main markets
The storm triggered Rajoy Spanish debt as 'FT'
Alvaro Romero Madrid 5 FEB 2013 - 17:58 CET
Markets have been replaced on Tuesday took the scare in the bad day yesterday, when both the debt stock as their worst session of the last four months by political tensions in Spain and Italy. At the close, the Spanish index IBEX 35 has rebounded 2.2% after 3.77% left the day before, which is located in front of the other European markets in the same way that yesterday was the next to Milan most fell. In debt, the risk premium, which has threatened to prolong early increases the previous day, has dropped 10 points to 372 points, which wipes part of the increase registered on Monday, 29 points.
At the end of the day, the Spanish stock market has managed to recover some of the lost yesterday to climb by 2.2% to over 8,000 points again, boosted by the pull of the bench, that Eve was the sector hardest hit . With this increase has been at the forefront of the profits from the rest of Europe. Besides Sacyr, which has gained 5.65%, or Inditex Grid have risen by more than 3%. Among banks, Santander has recovered 2.97% and BBVA, 2.34%. Despite the upturn, the first after six consecutive days in red, follows in annual losses with a cumulative decline so far this year of 0.90%.
Milan also has managed to trace after the crash yesterday, when allowed by 4.5%. At the end of the day has advanced 1.05% and the hand of big banks. Paris gained 0.95%, Frankfurt 0.35%, and London has gained 0.58%. In currencies, the euro has kept the $ 1.35. Shopping all the places of the Old World have been encouraged by the improvement in the rate of service sector purchases, a private flag has a wide following among analysts, in the eurozone, Italy and Spain.
The improvement in the markets in recent months yesterday was truncated by the fear that the corruption scandal involving the Government of Mariano Rajoy Barcenas papers and the Italian elections, where the latest polls improve the chances of Silvio Berlusconi , would open a scenario of uncertainty that may finally revive the euro crisis. The emergence of this political risk, in fact, was the novelty of the session as background uncertainties persist about the resilience of the economy or the financial sector and, in the case of Spain, uprising surf banning short operations. The upshot of all this is that it has moderated the risk appetite of investors was behind an improvement in any case, was supported by the ECB bailout.
"We have witnessed another turn to the trenches, to shelters, as the German bond," said Emilio Ontiveros, founder of Financial Analysts, before pointing to the bond investor is cautious by nature and recoils at the slightest sign of uncertainty as added told the Cadena Ser On Tuesday, however, the option of investors has been to wait and see. In this regard, important appointments this week, as the monthly meeting of the ECB and a new Treasury debt auction but long term, according to what happened yesterday, could end the streak that accumulates in the latest releases. Both events will take place on Thursday.
In this sense, and despite improving her last hours, the issue will be settled presumably with increased interest if the situation remains Tuesday. Thus, it is feasible that the interests that are currently listed titles to two (2.732%), five (4.083%) and 15 (5.619%) in the secondary market to move to the auction. These rates are higher than those obtained in previous placements to the same deadlines.
Waiting for Draghi Mario Draghi, ECB president and BCV-Spanish, Spanish risk premium has declined on Tuesday by 10 basis points to 372 basis points (3.72 percentage points). This decrease is because it has regained some appetite for Treasuries to 10 years, which has allowed upload your interest rates and moderate to 5.37%, while the yield gained demanded by investors to German debt , to 1.65%. Both titles are as hackneyed continue to calculate the risk premium. The risk premium on Italian, meanwhile, has fallen five points to 280 points.
Despite the increased pressure against Spain, from outside the country is still ruling the government chooses to request redemption of its European partners and activate ECB aid program in the short term. Investment bank Nomura said in a note sent to clients that they consider most likely scenario is that Mariano Rajoy remains president, but look like increasing social pressure against them, which hinder their freedom of action. However, "the risk premium on Spanish debt should go higher" decided to seek the intervention of market Draghi.
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