Anti-establishment and euroskeptic parties won 143 seats, or 19% of the parliament, according to the Sunday night projections. Euroskeptic parties won first place in France, the United Kingdom, Greece and Denmark, among other member states.
The center-right lost a full quarter of their representation (79 seats). But these seats didn't go to the left. The EPP remains the largest party at 212 seats, a loss of 63, and the smaller conservative ECR won 40, a drop of 16. The liberal ALDE lost a further 14 seats. The social democratic S&D won 185 seats, a loss of 10, and the left-wing GUE-NGL won 45 seats, a gain of 10.

Anti-establishment and euroskeptic parties had their strongest showing in the 35-year history of European Union elections. These groups, and not the left, are now the European political alternative, signaling challenges ahead in further political contests. Heading into the 2015 election cycle, this vote represents a significant "midterm" signpost for the embattled national governments. Though the implications for European policy are limited in our view, the results will place strong pressure on the national governments to tackle voter discontent and euroskeptic sentiment.

Las bolsas europeas con ligeras subidas en futuros. Luego, veremos.
El S&P con comportamiento plano en futuros. Pero en niveles de 1899 puntos.
Las bolsas asiáticas con subidas del 0.2 %. El Nikkei con subida del 1 %.

Y mejora de las primas de riesgo europeas, aunque debemos ser conscientes de la escasa liquidez actual con el cierre de Londres.
El diferencial bono-bund en 157 p.b.
La rentabilidad del bono en 2.98 %.

Niveles de rentabilidad del treasury 10 años en 2.51 %.

El EUR en niveles de 1.3625 USD.
El precio del crudo en niveles de 109.9 $ barril.
El precio del oro en niveles de 1292 $ onza.

¿Referencias? Precios de producción en España.

José Luis Martínez Campuzano
Estratega de Citi en España