Why are the Austrian and Spanish stockmarkets so strong?

I am wondering why the austrian (atx) stockmarket is so strong...especially considering it is heavily bank weighted and that the banks are involved in central and eastern european emerging markets - which according to a bloomberg report today may be about to crack down.

Further, Spanish market is showing much stronger performance - even though its over-extended property market has already turned over. If one compares this to say ireland (iseq) which also had an overheated property market - has started to go down sharply. Further, some Spanish banks - namely Banco Santander have exposure to UK residential market via its ownership of Abbey National.

Also the strength in the Euro cannot be helping exports at all in both countries.

Im just wondering if im missing something fundamental with these two markets? Any help would be appreciated. Thanks