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The Corner has a team of on-the-ground reporters in capital cities ranging from New York to Beijing. Their stories are edited by the teams at the Spanish magazine Consejeros (for members of companies’ boards of directors) and at the stock market news site Consenso Del Mercado (market consensus). They have worked in economics and communication for over 25 years.

Spanish economy 14th September 2026

Spanish stock market: 41 stocks rated Buy and 6 rated Sell according to the September Market Consensus

Patrivalor | According to the September market consensus, there are currently 41 stocks with a buy recommendation (scored between 1 and 2 points), compared to 44 at the close of 2025. The recommended stocks are: Inditex, Amadeus, IAG, Cellnex, Logista, Almirall, Puig Brands, Cirsa, Neinor, Faes, Pharmamar, DIA, Atresmedia, Aedas, Arcelor, Repsol, Acerinox, Cie Automotive, Vidrala, Indra, Técnicas Reunidas, Ence, Tubacex, Ferrovial, Merlin Properties, FCC, Inmobiliaria Colonial, Sacyr, OHLA, Iberdrola,…

Companies, Relevant News Item 14th September 2026

Only EQT remains in the bidding for Acciona Energía.

Investment managers KKR and BlackRock have reportedly dropped out of negotiations to acquire a significant stake in Acciona Energía (ANE). KKR apparently declined to proceed with the deal after acquiring Electricité de France’s North American renewables business for $4.2 billion. Meanwhile, BlackRock—which was participating through GIP—withdrew from the bidding after failing to meet the asking price set by the Entrecanales family: over €8 billion, an amount similar to the company’s…

In the World 14th September 2026

The real BRICS summit happened in a side room with Modi and Xi

Alicia Gª Herrero (Natixis) | After a sleepless night, the New Delhi Declaration was adopted unanimously at the eighteenth BRICS summit on September 12, after managing to find language that Iran, Saudi Arabia and the United Arab Emirates could all live with. That was the ceremony but the real action happened on the margins, where Narendra Modi received Xi Jinping for the first Chinese visit to India since 2019, and the…

In the World 11th September 2026

Trump wants to buy votes – at $5,000 each – for the November elections

Donald Trump announced a policy proposal at the Republican Midterm Convention in Dallas: he promised to deliver a $5,000 “Trump Dividend” to every adult U.S. citizen if the Republican Party retains control of the House of Representatives and the Senate in the midterm elections. Under the slogan “if the Republicans win, you win with us,” the president claimed that the payment would be funded by revenues derived from his trade…

In Spain 11th September 2026

The Supreme Court suspends the electoral effects of a “Grandchildren Law” that had already generated nearly half a million new voters

The Third Chamber (Administrative Litigation) of the Supreme Court has issued a precautionary suspension of the electoral effects linked to the “Grandchildren Law” (eighth additional provision of the Democratic Memory Law). The decision comes in response to appeals filed against a ministerial instruction that arbitrarily broadened the criteria applied in consulates following the law’s entry into force. The instruction in question applied a blanket presumption of exile status to those…

Companies, Relevant News Item 11th September 2026

Morgan Stanley, holder of STC’s shares in Telefónica, reduces its stake from 13% to 8.3%

The adjustment in the reported stake by the US firm is due to the expiration of a portion of the financial derivatives used to hedge STC’s position in Telefónica. US investment bank Morgan Stanley has reduced its stake in Telefónica to 8%, a move that places the current value of its position at €1.726 billion, according to filings with the Spanish National Securities Market Commission (CNMV). Specifically, the entity’s holding…

European economy 11th September 2026

ECB raises rates by 0.25 to 2.5%: Prices rise, and so does the cost of money

Julian Marx (Flossbach von Storch) | Strength lies in calm, and this applies to monetary policy as well. As a rule, the European Central Bank (ECB) avoids generating unnecessary suspense before potential changes in interest rates. This occasion was no different: Bundesbank President Joachim Nagel virtually previewed the rate decision when speaking to the French newspaper Le Monde in early September: “Inflation is currently very far from our medium-term target…

Companies, Relevant News Item 10th September 2026

Naturgy’s chairman asserts that Spain’s Energy Plan is obsolete

Francisco Reynés, executive chairman of Naturgy, considers that the National Integrated Energy and Climate Plan (PNIEC) has already become obsolete given the pace at which the energy sector and the international landscape are evolving. “The National Integrated Energy and Climate Plan, from my perspective, has already become obsolete. Even the latest update lies far behind, not so much in terms of time, but when compared to all the events that…

Spanish economy 10th September 2026

Spain fails to close its 22-point productivity gap with Europe

Spain has spent nearly three decades without managing to converge in productivity with the most advanced European economies. Despite the economic growth and job creation recorded in recent years, the Spanish productive model continues to face serious difficulties in generating a sustained increase in value added per hour worked. This was highlighted by experts from the General Council of Economists of Spain (CGE) and the Foundation for Applied Economics Studies…

Companies, Relevant News Item 9th September 2026

Inditex increases sales and net profit by 7% in the first half

Inditex maintained solid operational momentum during the first half of fiscal year 2026, delivering strong top-line growth and expanded margins across its core international markets. James Grzinic (Jefferies) says: ITX’s Q2 confirms an 8.1% YoY EBIT gain (3% shy of cons largely due to dd opex increases) as org growth of 9.5% was accreted by gm expansion of 22bps partly diluted by ope increases in excess of 10% (perhaps reflecting…

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