Analysis by Mari Pinardo “With fewer risks, better earnings prospects, lower inflation and lower interest rates, it makes sense for the stock markets to rise further” – this is how Bankinter’s analysis team summarises its outlook for the remainder of 2026, presented on Tuesday by its director, Ramón Forcada. At his traditional press briefing, Forcada noted that the markets have become accustomed to living with risks and that the environment…
Report by Renta 4 European markets openslightly higher (Eurostoxx 50 futures up 0.3%, S&P 500 up 0.1%, Nasdaq 100 up 0.4%), On the geopolitical front, today the US and Iran will meet again in Doha (Qatar) following the renewed escalation and subsequent de-escalation over the weekend. According to Trump, the meeting is taking place at Iran’s request, with the US focusing its stance on Iran’s denuclearisation. However, tensions remain high…
Reported by the Consejeros Editorial Team All US subsidiaries of European banks have passed the DFASt 2026, recording lower levels of capital drawdowns compared with the previous year, in line with the trend observed across the US banking sector as a whole. The case of UBS stands out, where the lower impact on capital could reignite the debate on the repatriation of surplus funds, whilst for Barclays, Deutsche Bank, HSBC…
Report by Renta 4 The South Korean Kospi, which for the second time this week has had to suspend trading due to a maximum fall (of up to 9%), with the two major players (Samsung and SK Hynix, which together account for almost 60% of the index) falling by more than 10%. It has since recovered slightly, to negative 7%. Amid this volatility in the tech sector, OpenAI is reportedly…
Report by Renta 4 European markets opened higher (Eurostoxx 50 futures up 0.3%, S&P 500 up 0.6%, Nasdaq 100 up 1.9%), reflecting Micron Technology’s strong results yesterday after the US market close. Shares in the largest US manufacturer of memory chips rose by 18% in after-hours trading, after its quarterly figures and guidance significantly exceeded consensus estimates, indicating that the AI-driven growth cycle remains robust. Demand for conventional memory chips…
Reported by the Editorial Team Martijn Rats (analyst at Morgan Stanley) notes that the seven-day moving average of the number of oil tankers leaving the Strait of Hormuz has risen to 5.6 per day, with the majority of outgoing vessels now being crude oil tankers. He highlights that observed outflows of crude oil and petroleum products reached 8 mbbl on 19 June and 6 mbbl on 20 June, representing a…
Report by Renta 4 Flat opening on European markets (Eurostoxx 50 futures 0%) following yesterday’s session, which was characterised by falls in the technology sector (Nasdaq down 3%), amid worsening sentiment surrounding AI due to a combination of factors, notably advances in Chinese models that could offer better value for money – a form of competition that could cast doubt on the leadership of the major US tech firms. Even…
Reported by the Editorial Team The inclusion in Germany’s main stock market index took place yesterday, Monday, following the latest review of the index carried out by Deutsche Börse, as announced by ACS in early June. At the close of trading on the Frankfurt Stock Exchange, Hochtief had risen by 3.13%. The construction firm emphasises that this milestone is “the result of decades of commitment, leadership and outstanding execution”, as…
Analysis by Capital Group Global dividends got off to a positive start in 2026, rising by 8.2% in total terms (excluding currency effects and one-off payments) to reach a record high of $419,000 million in the first quarter, slightly above expectations. This means they have more than doubled in just ten years, driven by rising corporate profits and an increasingly widespread culture of dividend payments. The total figure was boosted…
Report by Renta 422 June 2026European markets opened without any major movements (Eurostoxx 50 futures -0.2%, S&P 500 -0.3%, Nasdaq 100 -0.3%) against the backdrop of US -Iran negotiations are making progress despite a rather chaotic start (the Iranian delegation initially refused to take part in the joint photo with the US, whilst Trump threatened to attack Iran again if Hezbollah did not cease fighting and warned that the US…