Friday will be a day with hardly any catalysts and the only events that could shake the markets will be the University of Michigan's consumer confidence index and possible new stimulus measures from China, which could be announced at the end of the five-day meeting of the National People's Congress.
The Federal Reserve and the Bank of England cut their benchmark interest rates by 25 basis points on Thursday, two moves expected by markets, so investors were more focused on the Fed chairman's remarks.
Jerome Powell said that no decision has yet been made on what the central bank will do at the Dec. 18 meeting, although at the moment, and according to LSEG's IRPR tool the markets assign a 94% probability to a further 25 basis point cut, and almost 40% to a further cut in January.
"In the near term, the election will have no effect on our monetary policy decisions," Powell said after the Fed meeting.
In any case, from the securities house Renta 4 emphasize that the easing cycle could be more uncertain with the new tenant in the White House: "Future decisions could be conditioned (lower rate cuts) by the inflationary pressures of Trump's policies (tariffs, immigration, higher local production), but also by the potential interference in the Fed, trying to accelerate rate cuts".
As for equities, Bankinter analysts point out in their daily analysis on their Telegram channel that on Friday the IBEX will suffer "slight natural setbacks without importance".
"(Spain) is weighed down by the punishment to banks due to exposure to Mexico... simplistic and indiscriminate punishment because only BBVA and Santander have exposure to Mexico (50% and 13% of BNA, respectively), so the rest should recover the setback (Sabadell, CaixaBank)."
Thus, at 0814 GMT on Friday, the selective Spanish stock market IBEX 35 was up 7.70 points, or 0.07%, to 11,577.80 points and was heading for a weekly decline of 2.19%.
The FTSE Eurofirst 300 index of large European stocks was down 0.17%.
In the banking sector, Santander lost 1.26%, BBVA fell 1.86%, Caixabank gave up 0.32%, Sabadell fell 1.03%, Bankinter dropped 0.44% and Unicaja Banco lost 1.17%.
IAG, the Anglo-Spanish airline holding company, gained 7.50% after announcing that its quarterly profit increased by 15% and exceeded forecasts.
Among the large non-financial stocks, Telefónica fell 0.21%, Inditex advanced 0.04%, Iberdrola gained 0.99%, Cellnex gained 1.27%, and the oil company Repsol lost 0.63%.
(Information by Javi West Larrañaga; edited by Tomás Cobos)