Financial markets had a mixed session on Friday, closing off a highly volatile week with large swings in asset valuations amid chaotic tariff announcements, increased trade tensions, and heightened uncertainty. The latest announcement came from China, which retaliated against the US by increasing the tariff on US imports to 125%.
Cerca a CaixaBank Research
Resultats de la cerca
318 resultats per a posición de china
Las plazas europeas firmaron en positivo una atípica sesión con las bolsas de EE. UU., Reino Unido, China y Japón cerradas por festividad.
Investors ended the week on a cautious, yet slightly positive note. All eyes were on the trade talks between China and the US that took place over the weekend. Trump floated in social media an alternative tariff level of 80% on Friday (compared to the current 145%). Both sides have touted progress in the talks, but have offered few details so far.
Yesterday's announcement of a temporary truce in the trade war between the US and China lifted investors' mood, particularly in US assets. Both countries agreed that for the next 90 days the US will reduce the tariffs it imposed on Chinese imports last month from 145% to 30%, and that Chinese tariffs on US imports will fall from 125% to 10%.
Financial markets ended the week on a slightly positive note. News from early in the week of US-China trade negotiations helped sustain sentiment in equity markets, despite survey data showing a sharp deterioration in US consumer sentiment and an uptick in inflation expectations.
Investors ended the week by trading cautiously amid ongoing trade uncertainty, after Trump accused China of breaching a trade deal and said he expected to speak to Xi. US Treasury yields fell slightly, with some Fed officials maintaining their wait-and-see approach despite data released on Friday showed US consumer spending and PCE inflation slowed down in April.
The week kicked off to a mixed start. US Treasury yields rose after Trump announced on the weekend the US will raise tariffs on steel and aluminium (25% to 50%) and accused China of breaching the trade truce agreement. Separately, the ISM and PMI surveys for May showed delivery times increasing, while prices paid by suppliers remained elevated.
Markets traded cautiously as investors awaited news regarding trade negotiations between the US and China. The World Bank cut its global economic growth forecast, pointing to uncertainty brought by trade war as the main cause. In today's session, financial markets will focus on US CPI data for May.
Financial markets were mixed during yesterday's session. US CPI for May came softer than expected, with core CPI increasing by 0.1% mom (vs. expected 0.3%) and 2.8% yoy (vs. 2.9% expected), and overall CPI climbed 2.4% yoy, as expected. Separately, Trump said that a US-China trade deal is "done", which could ease trade frictions between the two countries.
La debilidad de los datos de comercio exterior de China dejó huella en el ánimo inversor.
Jornada de menor apetito por el riesgo en los mercados internacionales al hilo de los débiles registros de exportaciones en China.
Investor sentiment improved at the start of the week as President Trump softened Friday’s rhetoric on China and both sides signaled openness to resuming trade talks. Risk appetite also benefited from the de-escalation in the Middle East. Global equity indices advanced, led by the technology sector, while volatility declined sharply.
Leve corrección de posiciones en la renta variable tras las subidas de los últimos días.
Monday’s session extended the risk-on sentiment from Friday. Strong earnings results from US companies and the easing of trade tensions between China and the US boosted global stock markets, with volatility dropping.
For the second consecutive day, markets traded without a clear direction. Government yields ended flat on both sides of the Atlantic while stocks mostly fell, with some exceptions in the euro area, amid reports that the Trump administration is considering to curb exports to China made with US software.
Investors kicked off the week with a risk-on session driven by optimism that China and the U.S. will announce a trade deal as Trump and Xi Jinping are set to meet at a summit in South Korea. Global stocks advanced, with the S&P 500 hitting a new all-time high, and the Ibex-35 surpassing its 2007 record. The dollar weakened and gold prices fell below $4,100/ounce.
Escasos movimientos en los mercados con las principales referencias macroeconómicas de un dato de PIB en China ligeramente por encima de lo esperado, y un dato de inflación en la eurozona según lo previsto.
El sector turístic espanyol afronta el 2026 amb unes bases sòlides i amb unes perspectives favorables, després de la normalització del creixement postpandèmia. El 2025, Espanya va reafirmar el seu lideratge internacional, ja que va rebre 97 milions de turistes estrangers i va assolir una despesa turística rècord de 135.000 milions d’euros, i es va consolidar com la segona potència mundial del sector. El PIB turístic va créixer el 2,7% i es preveu que mantingui un avanç anual sostingut al voltant del 2,5%-2,7% els propers anys. El sector presenta un perfil més equilibrat, marcat per la diversificació geogràfica de les destinacions i per una menor estacionalitat de la demanda. A més a més, el turisme de luxe es posiciona com a segment estratègic per incrementar el valor afegit del sector, i el turisme silver, per desestacionalitzar la demanda i dinamitzar les àrees rurals. D’altra banda, el sector de la restauració requereix més professionalització i models de negoci més escalables per millorar-ne la resiliència.
Jornada de notables subidas en las bolsas internacionales alentadas por los buenos datos macroeconómicos publicados recientemente, en particular los referidos al PIB de Japón y al comercio exterior de China.
Sesión bastante plana en las bolsas europeas después de varias jornadas con subidas, en sintonía con un PMI del sector servicios en Europa, EE. UU. y China, que descendió en febrero, pero menos de lo esperado.