National Markets

(Patrick Hendry, Unsplash)

25 Sept 2026

The Ormuz crisis raises energy costs for Spanish industry by 7.4 billion euros

National Markets

The cost overrun associated with gas prices would amount to nearly 4.22 billion euros, while that derived from electricity would reach 3.175 billion euros. 70% of the economic impact of the crisis is expected to be concentrated between September and December.
(CC Cecabank)

25 Sept 2026

Cecabank will stop providing data to the Euribor panel from 30 September

National Markets

The European Securities and Markets Authority (ESMA), the regulator and supervisor of EU financial markets, has issued a statement regarding the upcoming changes to the Euribor panel, in its capacity ...
(Grendelkhan. CC BY-SA 4.0)

24 Sept 2026

Bursting the Photovoltaic Bubble

National Markets

Enerside, a Catalan photovoltaic company, has filed for bankruptcy. With less than 6 million in revenue and over 60 million in debt. This is not an isolated case.
(Kanchanara, Unsplash)

23 Sept 2026

Bitcoin is the second most reliable currency for Spaniards in terms of preserving their purchasing power over the next 10 years

National Markets

The study analyses the perception and adoption of this financial asset in Spain and concludes that, with 8% support as a way to preserve purchasing power, the digital asset surpasses traditional safe-haven currencies such as the US dollar (6%) and the Swiss franc (4%).
(Markus Spiske, Unsplash)

22 Sept 2026

Net foreign investment falls -40% in the first half of the year to 3.407 million euros

National Markets

Gross investment increases +31.3% to 12.446 million euros, but divestments grow +171% to 9.038 million euros. This is the worst figure since 2012.
(Nicholas Doherty, Unsplash)

18 Sept 2026

The Government activates the capacity market to strengthen the security of the electricity system

National Markets

The mechanism aims to ensure supply security while generating economic signals to drive new investments in storage, renewables, and demand management.
(Frames For Your Heart, Unsplash)

15 Sept 2026

Housing crisis? The INE assures that the “construction of buildings” is falling, by 40% year-on-year

National Markets

By Link Securities

According to the National Institute of Statistics (INE), construction output, eliminating seasonal and calendar effects, fell in Spain in July by 0.3% compared to June. In June, this variable had decr...
2 Sept 2026

Housing: The difference between the price of Idealista and that of Notaries is at its maximum: 29%

National Markets

This difference is a good clue to the discount required in the market. Idealista projects the seller's price (almost a letter to the Three Wise Men), but Notaries collect the final price, which would ...
(Ding Digital Photography, CC BY 2.0)

6 Aug 2026

Red Eléctrica predicts that the eclipse will reduce solar production in the Peninsula by 5 GW

National Markets

The solar eclipse on 12th August will have a limited and temporary impact on solar generation, specifically on photovoltaics. The Red Eléctrica algorithm estimates that this early sunset will reduce s...
(ZHENYU LUO, Unsplash)

4 Aug 2026

Spanish investment funds limit their exposure to technology stocks to 11%, although it reaches 31% in equities

National Markets

The latest Financial Stability Note published at the end of July by the National Securities Market Commission warns that market risk - especially that linked to technology stocks - is the main financi...
(Imagine Buddy, Unsplash)

4 Aug 2026

Investment funds reduce their assets by 0.6% in July, down to €476.678 billion

National Markets

Assets fall by €2.665 billion due to market effects, while net subscriptions total €10.169 billion for the year 2026
Bolsa de Madrid. (© Consejeros)

3 Aug 2026

The Spanish Stock Market traded more than 300 billion until July, 34.2% more than a year ago

National Markets

The Spanish Stock Market traded 303.578 billion euros in equities by the end of the first seven months of 2026, which is 34.2% more than the volume recorded in the same period last year, according to ...
(Krista, CC BY 2.0)

3 Aug 2026

Norges and Sonae acquire a portfolio of 8 shopping centres in Spain valued at 1.5 billion

National Markets

The portfolio includes 8 shopping centres and more than 250,000 m2 of gross leasable area, including some flagship assets in the Community of Madrid, where it has 11,300 square metres, while the rest is in the hands of Unibail-Rodamco-Westfield.
(Hans Eiskonen, Unsplash)

30 Jul 2026

The preliminary CPI for July rises three tenths to +3.5% annually and the underlying rate rises one tenth to 3%

National Markets

Amid the energy shock due to the war in Iran, the CPI in July stood at 3.5%, which represents an increase of three tenths compared to what was expected by consensus and against the figure recorded in ...
(© Cobas AM)

28 Jul 2026

Cobas AM collects profits and rotates a quarter of its portfolios towards family holdings

National Markets

The manager is close to 4.674 billion euros under management driven by the progress of its international strategies and profit-taking in the energy sector.
(Shubham Dhage, Unsplash)

13 Jul 2026

Abanca, Cecabank, Ibercaja, Kutxabank and Unicaja complete the first multibank trial of tokenised deposits in Spain

National Markets

The five financial entities have successfully executed the first proof of concept for multibank tokenised deposits. This trial has served to demonstrate that it is feasible to carry out interbank mone...
3 Apr 2026

What can we learn from astronauts about passive management

National Markets

“In a recent meeting, a client asked me a common question: Since I started my career, I have heard the bullish arguments in favour of active managers, but it still hasn’t happened. Will active manager...

Consejeros

National Markets

The Ormuz crisis raises energy costs for Spanish industry by 7.4 billion euros

Cecabank will stop providing data to the Euribor panel from 30 September

Bursting the Photovoltaic Bubble

Bitcoin is the second most reliable currency for Spaniards in terms of preserving their purchasing power over the next 10 years

Net foreign investment falls -40% in the first half of the year to 3.407 million euros

The Government activates the capacity market to strengthen the security of the electricity system

Housing crisis? The INE assures that the “construction of buildings” is falling, by 40% year-on-year

Housing: The difference between the price of Idealista and that of Notaries is at its maximum: 29%

Red Eléctrica predicts that the eclipse will reduce solar production in the Peninsula by 5 GW

Spanish investment funds limit their exposure to technology stocks to 11%, although it reaches 31% in equities

Investment funds reduce their assets by 0.6% in July, down to €476.678 billion

The Spanish Stock Market traded more than 300 billion until July, 34.2% more than a year ago

Norges and Sonae acquire a portfolio of 8 shopping centres in Spain valued at 1.5 billion

The preliminary CPI for July rises three tenths to +3.5% annually and the underlying rate rises one tenth to 3%

Cobas AM collects profits and rotates a quarter of its portfolios towards family holdings

Abanca, Cecabank, Ibercaja, Kutxabank and Unicaja complete the first multibank trial of tokenised deposits in Spain

What can we learn from astronauts about passive management

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