Columbia Threadneedle: Four Key Drivers for the Markets in the Second Half
Columbia Threadneedle highlights four key drivers for the markets in the second half: monetary policy, oil, corporate profits, and political risk.
Stock market and markets: IBEX 35, index analysis, equities, debt, commodities and currencies for investors.
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Investment funds in the Dominican Republic closed May 2026 with 82,598 active accounts, a 40.5% increase from the previous year. 95% are individuals.
Columbia Threadneedle highlights four key drivers for the markets in the second half: monetary policy, oil, corporate profits, and political risk.
Navitas Semiconductor's shares drop 51% after a $125 million capital increase and exclusion from Russell indices, closing at €13.10.
Unicaja (7.6%) and Sabadell (9.3% in 2025) lead the dividend yield of the Ibex 35, with the average rising to 3.6% in 2026, according to GVC Gaesco.
Goldman Sachs rules out Fed rate hikes in 2026, despite market expectations following Kevin Warsh's arrival. Employment and inflation data support this view.
Spot gold falls 0.19% to $4,167 per ounce, yet stays close to two-week highs after weak US employment data lowers Fed rate hike expectations.
The Ibex 35 nears 20,000 points, a historic milestone driven by banking and corporate profits, though with low household participation and high sector concentration.
The dollar in Colombia falls to six-year lows ($3,357.82) and experts predict a rebound to $3,450-$3,500 if the market takes profits.
Spot gold rises 0.3% to $4,188 per ounce in Asia, driven by falling oil prices and weak US employment data.
Sivers Semiconductors rises 18% after a capital increase of 700 million crowns and a debt exchange that dilutes shareholders by 6.4%.
BlackRock and Vanguard control nearly half of the Ibex 35, which gained €65 billion in 2025. Banks account for half of the profits as inequality rises in Spain.