A head start in Spanish equities (6/3/25) Defence spending Tariffs CAF Real Estate Ibex

Also available in Spanish, see next article, and in X (aka Twitter).

None of what follows is investment advice

Stories ranked by order of importance

?

Defence spending (+/-) German spending plans boost the Euro but sharply punish bonds (Cinco Dias p14)

Tariffs?? (-/=) Trump will launch the great trade war with global tariffs from April 2nd (Expansion p24)

CAF?? (+/=) Beats Alstom and Siemens to become the preferential bidder for the SNCB contract to renew its fleet (€1.695bn, possibility to be increased to €3.4bn) (Expansion p7)

Real Estate??(+/=) Housing transactions rise 8.8% in January according to property registry figures to 60,000 (Expansion p29)

(+/-) Experts propose the reduction of taxes on housing that boost its price by up to 25% (Cinco Dias p23)

Ibex? (+) The Ibex index rises 1.4% to 13,214, with Germany giving European markets a boost (Expansion p20)