PODCAST en abierto DIARIO DE MERCADOS Miércoles 4 Febrero 2026

·11 min·1 clip

Host compares market turmoil to a 'revuelto' recipe by chef Arguiñano, mixing Palantir, Aurubis, and Boliden.

The episode begins with a humorous analogy, likening the turbulent market to a 'revuelto' dish prepared by chef Arguiñano, mixing stocks like Palantir and Aurubis. Wall Street closed negatively, with the Nasdaq down 1.43%, and Donald Trump signed a funding package to end a partial government shutdown. In Europe, the IBEX 35 performed well, touching 18,200 points, while France approved its 2026 budget after parliamentary blockades. Spanish labor market data for January is noted as the worst since 2012, with political criticism of 'mentirotas'. Gold and silver prices are mentioned, with gold at $5,000 per ounce and silver at $90. Bitcoin maintains a bearish trend around $76,450. The host promotes the premium version, offering detailed analyses for 10 euros, including 35 minutes of insights. A Bloomberg Intelligence note highlights Alphabet as the only 'Magnificent Seven' stock still performing well, amid a market rotation. Premium content covers topics like the TRAN, China's central bank, and Fiat. Lists of hot and cold stocks include Netflix, PayPal, and Ubisoft. The episode discusses various company results: PayPal published poorly, Marathon Petroleum rallied over 6%, and Novonordis cut estimations. Santander fell 6.36% due to news about the West Financial purchase. Upcoming events include central bank meetings, and the host mentions it's their birthday, encouraging subscriptions. The episode ends with a reminder not to miss future updates.

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