Consejeros

(Matthijs van Heerikhuize. Unsplash)

20 Oct 2026

The main European telecoms join forces to try to compete with Starlink

International Markets

Telefónica, Deutsche Telekom, Orange and Vodafone are exploring a joint bid for the Mobile Satellite Services (MSS) spectrum in Europe. This alliance aims to optimise capital allocation by avoiding cost duplication and margin dilution in infrastructure.
(© Indra Group)

20 Oct 2026

Indra modifies its board regulations to avoid potential conflicts of interest

Ibex 35

The new text, sent to the CNMV, includes the duty of prior communication from directors to the chairman, Ángel Simón, and to the secretary, José María de Paz, regarding any direct or indirect conflict situation
(Markus Spiske.Unsplash)

20 Oct 2026

The real reason why bond coverage is becoming increasingly essential, according to Generali Investments

International Markets

The reduced ability to diversify bonds compared to equities makes hedging strategies more necessary than ever.
(© Enagás S.A.)

20 Oct 2026

Enagás reports a profit of 204 million euros, a 22.3% decrease due to asset rotation operations

Ibex 35

The difference between the two periods is influenced by the effect of the asset rotation operations, as in 2025 the group accounted for positive impacts of 55.8 million and in 2026 for 8.3 million.
(© BME)

19 Oct 2026

The Ibex 35 closes with a significant decline of 1.5% due to political and fiscal instability in France

Ibex 35

European stock markets closed with significant declines. The Stoxx 600 fell by 0.8% in a session affected by political and fiscal tension in France. The index gave back part of the gains accumulated t...
(Maksym Kaharlytskyi, Unsplash)

19 Oct 2026

Spain will put 4.4 million barrels of oil on the market in October in the second phase of releasing its strategic reserves

National Markets

As part of the agreement reached with the IEA last March, Spain will carry out its second release of strategic reserves following a first of 3.7 million barrels. This time, the move has been prompted by Donald Trump's pressure to contain diesel prices.
(© Técnicas Reunidas)

19 Oct 2026

Tecnicas Reunidas awarded a gas pipeline in Canada for over 200 million euros

Ibex 35

Tecnicas Reunidas consolidates its expansion in North America with the Coastal GasLink project. The awarded scope includes detailed engineering, procurement and construction management services, with ...
(Radission US, unsplash)

19 Oct 2026

The global M&A market reaches historic highs ($3.9 Trillion in January-September) driven by the surge in large deals

International Markets

Mega deals - those valued at over $10 billion - have recorded the best nine-month start in their history, with 24 completed transactions surpassing the highs of the previous bull cycle
(© Redeia)

19 Oct 2026

According to Morgan Stanley, the rise in bond yields pressures Redeia's value creation capacity

Ibex 35

Arthur Sitbon (analyst) downgrades Redeia to Underweight (UW). He believes that the rise in bond yields pressures Redeia's value creation capacity through higher financing costs, which could justify a...
Bolsa de New York. (Sean Driscoll, Unsplash)

19 Oct 2026

Analysts' consensus estimates that the S&P 500 will see an EPS growth of +29.5% and +12.3% in revenues

Market Consensus

Flat opening in Europe (Eurostoxx futures -0.3%, under pressure after the strong protests over the weekend in France, with 550,000 demonstrators, 2,400 arrests and increasing pressure on Macron ahead ...
Kevin Warsh (Federalreserve. CC PDM 1.0)

16 Oct 2026

Kevin Warsh rates investment in AI as "enormous benefit"

International Markets

Opening higher (Eurostoxx futures +0.8%, S&P +0.2% and Nasdaq +0.2%) after a session yesterday of some refuge in sovereign debt amid fears of AI, with yields hitting lows for several weeks (T-bond...
(Markus Spiske.Unsplash)

15 Oct 2026

Muzinich downplays the severity of the rise in bond yields

International Markets

Erick Muller, product and investment strategy director at the firm, believes that the movement of the debt spread of 20-30 b.p. in the USA, over time, is not as large as it seems. Additionally, he describes the situation of the French bond as "an uncomfortable situation," but not an imminent crisis.
(Somruthai Keawjan. Unsplash)

15 Oct 2026

Equities are running to stay still

International Markets

Investment linked to AI had another bad day on Tuesday, with the Nasdaq 100 index reflecting the setback of South Korean chip manufacturers. And yet, the US volatility indicator barely flinched
(Maksym Kaharlytskyi, Unsplash)

14 Oct 2026

According to Columbia Threadneedle "although crude supply improves, refining system bottlenecks could keep prices high"

International Markets

Pressure on refining capacity keeps diesel prices well above crude. US refineries are operating near their limit, European capacity is constrained, utilisation rates in Russia have fallen sharply, and refining in the Middle East remains affected by the conflict
(© Cirsa)

14 Oct 2026

The boards of directors of the Spanish Cirsa and the Italian Lottomatica approve the plan for their cross-border merger

Continuous Market

Following the operation, Cirsa will be absorbed by Lottomatica, which will be the resulting company and the second largest listed operator of gaming and sports betting in the world, with an adjusted gross operating profit of approximately €2 billion.
(Robb Miller, Unsplash)

14 Oct 2026

Mixed start in the results of major US banks

International Markets

The rise in yields in the last part of the quarter has been felt in US banking, particularly in investment banking operations and trading.
(© Fondo Monetario Internacional)

13 Oct 2026

The global economy resists and will grow by 3.1% (+0.1%) in 2026, while Spain will grow by 2.5% (+0.4%), according to the IMF

National Markets

The IMF raises the growth forecast for Spain to 2.5%, far exceeding the 1.1% estimated for the eurozone, but anticipates more inflation at 3.7% and keeps unemployment close to 10%. For next year, it projects a growth of 1.8% in Spain.
(Austin Hervias. Unsplash)

12 Oct 2026

Interest rate hikes stain funds red

Markets

By Managers

After the latest interest rate hikes by the ECB and the FED, 12,379 of the 43,688 funds analysed by VDOS, 28%, were in negative territory as of the end of September. Whether with minimal losses, of only -0.01% YTD (Year to Date), like those of GVC Gaesco Crossover, or with more serious losses, from -1.16% of Fondmarch FI A or -3.22% of Sabadell euro bonds to -5.43% of Amundi Euro Government Bond 25+Y. This without considering an inflation rate of -4.9% that multiplies the "real" losses.
(Adam Śmigielski, Unsplash)

9 Oct 2026

According to Lazard, Spain has made progress in terms of debt/GDP, but investors are losing patience with France and Italy

International Markets

“Spain has been making progress and could continue to do so, but investors are losing patience with France and Italy. Given that geopolitical risks force governments to drastically increase defence spending, the fiscal flexibility of European governments is shrinking and bond investors are showing great concern”
Bolsa de New York. (Joshua Tsu, Unsplash)

8 Oct 2026

Consensus expects EPS growth in the S&P 500 of +27% and +10% sales

Market Consensus

The 7 Magnificent continue to lead growth, with expected EPS growth of +37% in 3Q26, compared to +18% for the rest of the S&P 500, both solid levels in historical terms
(lamoncloa.gob.es. Ministerio de la Presidencia)

8 Oct 2026

M. Wolburg (Generali Investments): "Bringing forward the elections has a low cost and offers an opportunity to end the institutional blockage"

National Markets

The elections could be helpful, but only if voters grant a clear majority. Current polls suggest that PP and Vox would secure a comfortable majority above the 176 seats needed. A government with a majority could approve the first new General State Budgets since 2023.
(Ben Wicks, Unsplash)

8 Oct 2026

Spike in crude (Brent $102/barrel), with a supply shock in the United States and a new geopolitical escalation

International Markets

Negative opening in the main indices (Eurostoxx futures -0.20%, S&P -0.10% and Nasdaq -0.20%). For today’s session, we have a spike in crude, with Brent above $102/barrel, due to a supply shock in...
(© A&G)

7 Oct 2026

According to A&G, the market exaggerates the persistence of high rates in the US and the Eurozone

International Markets

The wealth management firm A&G believes that financial markets are pricing in a scenario of excessively high interest rates for an excessively prolonged period.
(©Euronext)

6 Oct 2026

Euronext launches its new European CSD offering

International Markets

Euronext Securities has initiated a new settlement model that allows euro-denominated equities and ETPs traded on Euronext Amsterdam, Brussels, and Paris to be settled within the unique network of European CSDs, along with Athens, Copenhagen, Milan, Oslo, and Porto.
(© Neinor Homes)

6 Oct 2026

Neinor Homes reiterates guidance for 2026 and 2027 and offers visibility for 2028

Continuous Market

Neinor Homes has updated its business plan. It maintains guidance for 2026 and 2027 without significant changes and for the first time provides forecasts for 2028. These would imply maintaining the pa...

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