Stock Markets February 5, 2026

Madrid Stocks Slide as IBEX 35 Drops Nearly 2%; Banks Lead Losses

Financials and consumer-related sectors weigh on benchmark as select industrial names rally

By Ajmal Hussain IDR BBVA
Madrid Stocks Slide as IBEX 35 Drops Nearly 2%; Banks Lead Losses
IDR BBVA

Spain's benchmark IBEX 35 closed down 1.97% as declines in financial services, real estate, consumer services and chemicals led the market lower. While Logista, ArcelorMittal and Indra A were among the session's gainers, major banks including BBVA, Caixabank and Banco de Sabadell registered notable losses. Commodity and currency markets also saw moves, with gold and crude oil falling and the U.S. Dollar Index futures edging up.

Key Points

  • IBEX 35 closed down 1.97% as losses concentrated in Financial Services & Real Estate, Consumer Services and Chemical, Petroleum & Plastic sectors.
  • Top gainers included Logista (+4.09% to 33.06), ArcelorMittal (+2.99% to 48.98) and Indra A (+2.31% to 47.88); major banks BBVA, Caixabank and Banco de Sabadell were among the worst performers.
  • Commodity and currency moves accompanied the equity sell-off - gold and crude oil prices fell, EUR/GBP rose and the U.S. Dollar Index futures ticked up.

Spain's equity market finished the trading day lower on Thursday, with the IBEX 35 ending the session down 1.97% in Madrid. A broad-based decline was led by the Financial Services & Real Estate, Consumer Services and Chemical, Petroleum & Plastic sectors.

Among the winners on the index, Logista (BME:LOG) outperformed, closing up 4.09% or 1.30 points at 33.06. ArcelorMittal SA (BME:MTS) gained 2.99% or 1.42 points to finish at 48.98, while Indra A (BME:IDR) advanced 2.31% or 1.08 points to close at 47.88.

On the downside, Banco Bilbao Vizcaya Argentaria SA (BME:BBVA) registered the steepest drop, falling 8.81% or 1.93 points to 19.98 at the close. Caixabank SA (BME:CABK) declined 4.12% or 0.47 points to end at 10.94, and Banco de Sabadell SA (BME:SABE) slipped 3.77% or 0.13 points to 3.26.

Market breadth was negative in Madrid: falling stocks outnumbered advancing ones by 119 to 73, while 16 issues finished unchanged. Notable milestones during the session included Logista reaching all-time highs as it rose 4.09% to 33.06, and ArcelorMittal climbing to five-year highs after its 2.99% gain to 48.98.

Commodity markets moved lower on the day. Gold Futures for April delivery eased 1.07% or 52.94 to $4,897.86 a troy ounce. In energy markets, crude oil for March delivery dropped 2.49% or 1.62 to $63.52 a barrel, and the April Brent contract traded down 2.51% or 1.74 to $67.72 a barrel.

Currency markets showed modest shifts. EUR/USD was effectively unchanged, moving 0.03% to 1.18, while EUR/GBP rose 0.79% to 0.87. The US Dollar Index Futures was higher by 0.18% at 97.66.


Taken together, the session reflected pressure on bank and consumer-exposed names within the IBEX 35, while select industrials and logistics-related stocks outperformed. The movements in commodities and the dollar add context to the market backdrop that accompanied the equity declines.

Risks

  • Concentrated weakness in financial-sector stocks, which may transmit volatility to the broader market and affect banking-sector sentiment.
  • Falling commodity prices such as crude oil and gold could influence earnings and investor appetite in related sectors including chemicals, petroleum and materials.
  • Currency fluctuations - though limited in magnitude - introduce additional uncertainty for exporters and companies with significant foreign-currency exposure.

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